Account Manager (Business Insurance)

Marsh McLennan - Clearwater, FL

Full-time - Mid Level

Clearwater, FL

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Business Insurance Account Manager at Marsh McLennan Agency (MMA) is responsible for managing a portfolio of business insurance clients, ensuring their insurance needs are met through effective communication and service. This role involves reviewing client insurance programs, proposing additional coverages, and managing the renewal process. The Account Manager will work within a supportive and inclusive culture, contributing to the overall success of the agency while mentoring less experienced staff.

Responsibilities

• Review individual client insurance programs and propose additional coverages and limits for client consideration.
• Manage a book of business with clients that average up to $10,000.00 in revenue.
• Prepare new and renewal policies, applications, submissions, and loss run reports.
• Manage the client renewal process within defined guidelines.
• Ensure certificate templates are accurate and up to date.
• Issue binders, endorsements, auto ID cards, and schedules of insurance.
• Maintain client records in Sagitta and ImageRight systems.
• Develop a comprehensive network within and outside of the company to assist with decision making.
• Mentor less experienced agency employees.

Requirements

• High school diploma or equivalent.
• Active 2-20 insurance license.
• 3+ years of commercial account management experience within an agency.
• Proficiency with MS Office, including Excel.
• Experience with Sagitta.

Nice-to-haves

• Bachelor's degree or higher.
• Experience with EPIC and ImageRight.

Benefits

• 401(k)
• Employee assistance program
• Health insurance
• Tuition reimbursement
• Generous time off, including personal and volunteering
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Professional development opportunities