MMA-SE Region LEX BI Account Manager

    • Lexington, KY


Job Title: Business Insurance Account Manager

DIVISION: Lexington, Kentucky


The main goal and function of a Business Insurance Account Manager is to assist the production team in the production and service of new and existing accounts. This responsibility includes customer service and all related functions of support for the Business Insurance book of business to which they are assigned.

Areas of responsibilities include, but are not limited to:

  • Performs customer service and account management responsibilities which include resolving issues
    related to billing, making changes to policies, and responding to policy coverage related questions in a

    timely and professional manner in accordance with agency standards and workflows
  • Provides coverage analysis and risk management recommendations, completes applications, prepares
    submissions, negotiates coverage and pricing with markets, and prepares proposals according to

    agency standards and workflows
  • Manages the renewal process in accordance with agency standards and workflow guidelines
  • Determines reasons for requests for cancellations, acts to save accounts in accordance to agency
    standards and workflows
  • Maintains proper level of communication and builds effective relationships with clients an
  • Resolves applicable Accounting Discrepancies
  • Set-up templates for Certificates of Insurance, and review COI requests before submitting to COI department
  • Assists with policy-checking
  • Keeps up to date on rates, forms, and coverage changes
  • Performs all activities relating to the public, customers and companies to avoid issues involving potential
    errors and omissions

Qualifications :
  • Highly organized and able to manage multiple priorities
  • Excellent Communication Skills
  • Detail Oriented
  • Proven critical thinking and problem-solving skills
  • Ability to show timely judgement while following company procedures
  • Demonstrated experience servicing complex account, large deductibles, captives and complex property
  • Technology savvy and fully proficient in web browser software and Microsoft Office products (i.e. Word, Excel, etc.)

  • 2+ years insurance experience in an agency or brokerage environment
  • Demonstrated knowledge of Property & Casualty Insurance
  • High School Diploma required and Bachelor's degree preferred
  • Must have Property & Casualty resident agents license or obtain within 90 days of employment

Marsh & McLennan helps clients identify new opportunities by addressing the full range of risks, facilitating capital flows, and overcoming barriers to investment.

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