Strategic Commercial Account Manager
Marsh McLennan · Dallas, Texas, US
Company: Marsh McLennan Agency Description: JOB TITLE: Strategic Commercial Account Manager, Regional New Business Focus JOB TYPE: FLSA Non-Exempt ESSENTIAL...
Job description
Company: Marsh McLennan Agency Description: JOB TITLE: Strategic Commercial Account Manager, Regional New Business Focus JOB TYPE: FLSA Non-Exempt: ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to: - Generation of surveys and request renewal applications - Submit BORs to carriers and tracking of responses - Create and complete COPE spreadsheets, as needed. - Request loss runs and prepare Loss Summaries - Prepare Proposals - Compare quotes against submissions - Sending documents for signature via DocuSign - Identify insurance requirement wording within client contracts - Review and summarizing of coverage contained in client legacy insurance policies - Supporting Senior Account Executives and Strategic Sales Members - Communication of binders and carrier correspondence to/from account management team - Coordination of printed presentation materials - Documentation of marketing correspondence Teamwork: Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include b...