What are the responsibilities and job description for the Senior Client Manager position at Marsh McLennan?
Company : Marsh & McLennan Agency
Account Manager - Commercial Insurance
Summary
The Account Manager will provide advanced technical support to Account Executive, working in conjunction with other team members to perform duties for existing clients. In addition, the Account Manager may occasionally perform in the capacity of a Account Executive for specifically assigned accounts preparing for and providing renewal and new business presentations.
Essential Duties & Responsibilities
- Process paperwork for new and renewal business to include :
- Applications and other documents required for a submission
- Binders
- Certificates of Insurance
- Policies
- Invoices
- Finance Agreements
- Endorsements
- Audits
- Perform account reconciliation.
- Proactively prepare renewal specifications and rough draft proposals.
- Assist with and / or manage the marketing of renewal business as directed by Account Executive.
- Prepare experience modification projections using Intellicomp or other available software.
- Review accuracy of experience modification calculations published by state rating agencies / bureaus.
- Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
- Review issues with Account Executive as necessary.
- As needed, check policies on your own as needed if time allows or a rush situation.
- Manage the timely delivery of the policies to the client either via email, in person or via online portal.
- Assist Account Executives in completion of Stewardship Reports.
- Review loss run and claim status reports.
- Prepare Loss Summaries and Large Loss Reports.
- Periodic visits to clients with Account Executive, including active participation in new business and renewal preparation and presentation.
- Assist with collections of Accounts Receivables.
- Participate in E&O Audits.
- Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and / or Experience
Work Environment & Physical Demands
The applicable base salary range for this role is $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at :
The applicable base salary range for this role is $63,100 to $117,500.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Salary : $56,400 - $120,500
