Personal Lines Insurance Account Manager
Company | Marsh & McLennan |
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Location | Raleigh, NC, USA, Durham, NC, USA, Winston-Salem, NC, USA, Charlotte, NC, USA, Greensboro, NC, USA, Wilmington, NC, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- Bachelor’s degree or equivalent education and related training
- 5 years or more of insurance industry experience
- Property and Casualty insurance license
- Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
- Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
Responsibilities
- Build and maintain key client and carrier relationships
- Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving
- Work with the Producer and/or Marketing Account Executive to aid in new business quoting
- Monitor and manage the renewal process for assigned clients
- Provide analysis and recommendation of coverage needs
- Quote new carrier and coverage options
- Prepare/provide marketing information
- Complete the implementation process
- Schedule and conduct meetings
- Prepare and deliver forms to clients
- Attend seminars, classes and carrier meetings to stay up-to-date on products and legislative changes
- Participate in other projects as needed
Preferred Qualifications
- Advanced degree
- Previous experience working in high net worth
- Certification or designation
- Experience with Requests for Proposal