Select Business Unit Account Manager at MMC in Clearwater, Florida

Job Description:

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.


We are looking for a Commercial Lines Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services.



A DAY IN THE LIFE OF A SELECT BUSINESS UNIT ACCOUNT MANAGER:

• Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.


• Accountable for managing a book of business with clients that average up to $15,000.00 in revenue.


• Perform various service functions on assigned accounts that include but are not limited to:


• Prepare new & renewal policies.


• Prepare applications & submissions; loss run reports.


• Responsible for managing client renewal process within defined guidelines.


• Responsible for ensuring certificate templates are accurate & up to date.


• Issue binders, endorsements, auto ID cards & schedules of insurance.


• Maintain client records in Sagitta & ImageRight systems.


• Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.


• Develop a comprehensive network within & outside of the company to assist with decision making.


• Be available to mentor less experienced agency employees.

THE IDEAL CANDIDATE WILL HAVE:

• Current Florida 2-20 License


• Two years commercial insurance related experience and/or training.


• Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.


• Intermediate knowledge of Microsoft Outlook, Excel and Word.


• Ability to maintain and organize electronic files on the company document management system.


• Ability to exercise independent judgment & sound problem solving skills.


• Effective analytical skills and ability to manage multiple tasks.

WHY YOU'LL LOVE BOUCHARD:

• Personal growth


• Amazing clients and coworkers


• Comprehensive benefits


• Focus on community service


• Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at https://careers.mmc.com/global/en/search-results?keywords=bouchard.


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