Commercial Lines Select Business Unit Account Manager (MMA; Bouchard region)
- Tampa, FL
In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world's leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA.
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 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 $10,000.00 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 commercial 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
- College degree desirable; or three years related experience and/or training; or equivalent combination of education and experience.
- 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.
- Strong 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 www.bouchardinsurance.com
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