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Account Manager
Marsh McLennan. Build and maintain key client and carrier relationships by phone, email and in person.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, risk management, and insurance industry practices, with a strong focus on communication and leadership skills to enhance team performance and client satisfaction.
Highest-signal resume keywords
Client Relationship ManagementInsurance Industry ExperienceCurrent 220 LicenseExcellent Communication SkillsLeadership and Mentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Client Relation SkillsService OrientationCooperative NatureProblem SolvingMotivational Skills
Tools & Technologies
Microsoft Office SuiteClient Management Systems
Certifications & Qualifications
Current 220 License
Industry Keywords
InsuranceRisk ManagementClient Service PlansRenewal ProcessCross-Sell OpportunitiesMarketingClaims IssuesBillingTeam DevelopmentLegislative Changes
About the role
Key responsibilities & impact- Build and maintain key client and carrier relationships by phone, email and in person.
- Execute comprehensive client service plans addressing business needs and risk management goals.
- Lead client service activities related to administration, billing, claims issues and problem solving.
- Coordinate internal and external activities for new and renewal accounts.
- Seek cross-sell opportunities and suggest new lines of coverage.
- Monitor and manage the renewal process for assigned clients.
- Coordinate renewal meetings and present renewal and supporting documents.
- Lead marketing for smaller, less complex accounts.
- Prepare marketing information and participate in presenting options to Producers or clients.
- Manage implementation processes and deliver applicable forms to clients.
- Plan relationship management meetings and visits with assigned clients.
- Maintain client management systems, update policies, log activities, document follow-up and obtain information to assist clients.
- Attend seminars, classes and carrier meetings to stay current on products and legislative changes.
- Mentor team members.
- Perform other duties and responsibilities as requested by management.
Requirements
What you’ll need- Five years of relevant insurance industry experience.
- Current 220 license.
- Strong client relation skills to build and maintain positive business relationships with clients and market contacts.
- Excellent communication skills and service orientation.
- Cooperative nature and tactfulness to resolve client and company problems.
- Ability to utilize leadership skills by providing direction, constructive feedback, development and training.
- Ability to motivate others to maximize productivity and team morale.
- Proficiency in basic computer applications, such as Microsoft Office Suite.
Benefits
Comp & perks- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Robust benefits programs and resources supporting colleague well-being.
- Professional and personal development opportunities.
- Fulfillment through meaningful work.