The Account Specialist within our Business Insurance Property & Casualty Group is an integral team member who supports the Account Management and Sales teams with high quality work product to ensure client needs and expectations are met. All Account Specialists can expect ongoing Professional development opportunities that include On-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance. #MMAcampus
We will count on you to:
Coordinate and complete the marketing process for new and renewal group business, including compiling data, rates, experience, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide.
Support the process for issuing and managing certificates of insurance, completing applications and transmitting information to clients and insurance carriers.
Support preparation of client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, and any other client facing interactions during the year.
Must clearly demonstrate compliance with all processes, procedures, workflows and documented standards to deliver accurate materials in a timely manner.
Respond to client in all areas of customer service including directing or responding to client telephone calls/emails.
What makes you stand out?
Experience in Property and Casualty Insurance
Demonstrated experience in Customer Service
What you need to have:
Effective oral and written communication and relationship building skills essential
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Exceptional time management and organization skills
Active insurance license within 3 months of employment
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).