Commercial Account Manager

Job description

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Manager JOB TYPE: FLSA Non-Exempt: ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to - Generate surveys and request renewal applications - Prepare Loss Summaries - Prepare Proposals for renewal terms - Initiate Premium Finance Requests - Issue Certificates of Insurance and Auto ID cards - Prepare Schedules of Insurance for delivery to client - Prepare policies for delivery to client - Process Policy Audits and Monthly Reports - Identify and resolve Accounting discrepancies - Create requests for changes to client’s coverages Teamwork: Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: - Perform tasks assigned as part of the Agency Standard Service Plan - Attend meetings with Risk Management Team as appropriate. - Manage client’s use of Certificate program, conducting training of client as needed. - Treat clients, prospects, and company employees with courtesy and respect...