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Account Manager, Property and Casualty Construction Team

US012 Marsh & McLennan Agency LLC
Melville, NY Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/10/2025

Description :

Account Manager, P&C Construction Team

The Account Manager reports to the Account Executive and as a team ensures consistent implementation of the MMA Service and Operational standards. The Account Manager interacts with clients, insurance markets, outside relationships, accounting, marketing, claims, loss control, and management to provide exceptional service. They maintain client relationships and collaborate closely with MMA producers, working together to proactively service accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Carry out ongoing client service functions in partnership with the Account Executive and Producer, including, but not limited to : Renewal Checklist ProceduresBinder Checklist ProceduresCarry out Service Calendar tasksInsurance Binders, Binder LettersData entry into SagittaDraft client proposals, charts and presentationsEnsure coverage standards and identify coverage deficiencies Track Stewardship ActivitiesBilling and InvoicingPrepare ModMaster CalculationsMaintain Exposure SchedulesReview for accuracy completed applicationsTransmission of information to clients and insurance companiesSecure subjectivities and binding documents from ClientBind with carriers, obtaining binding confirmation and policy detailsTroubleshoot on accounting issuesPreparing pre-renewal informationDirectly responsible for Certificates of Insurance, Auto ID Cards, Endorsements, and coordination of these tasks with outsourcing resources
  • Coordinating the serving of accounts with the Practice Leader and Account Executive
  • Working as directed with outside vendor services
  • Other duties assigned

QUALIFICATIONS

  • 5 years of client service experience in the insurance brokerage business
  • Must have experience with New York Construction industry clients
  • Must be well organized with excellent math, written and oral communication skills. Must possess strong technical skills.
  • High School Diploma. A college degree in Business Administration, Risk Management, Finance or Insurance Management highly preferred.
  • Must possess Property / Casualty Agent’s / Broker’s license
  • Must be proficient with Microsoft Office (Word, Excel, PowerPoint)
  • We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

    Some benefits included in this role are :

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities
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