Account Manager - Personal Lines Insurance
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Job Location:
Van Nuys, CA - USA
Monthly Salary:
$ 38800 - 82900
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Company:
Description:
ACCOUNT MANAGER
DEPARTMENT: PERSONAL LINES
STATUS: NON-EXEMPT
EMPLOYEE TYPE: FULL TIME
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at Momentous Insurance A Marsh McLennan Agency.
Momentous Insurance A Marsh McLennan Agency provides commercial insurance commercial entertainment film and tv insurance employee health & benefits insurance and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9000 colleagues and 170 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
As our Account Manager on the Personal Lines team youll be responsible for the following:
The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
Daily servicing of customers will include addressing various coverage issues contract analysis exposure analysis issuing auto ID cards handling all the inside service work associated with the clients accounts including all endorsement activity routine coverage questions problem solving renewal control preparation of formal proposals checking and binding policies.
The Account Manager (AM) should have experience in all areas of Personal Lines insurance. As needed the AM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The AM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOGs).
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Know the underwriting and rating procedure for all types of personal lines policies.
- Quote new business and renewal options to every client.
- Prepare proposals and applications submit them to insureds and carriers obtain clients signature and follow up to ensure timely responses all in conjunction with AE or Producer.
- Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
- Immediately update Summary of Insurance for existing clients.
- Remarket accounts as directed and follow up with AE or Producer.
- Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients while adhering to all MIB electronic and EPIC procedures.
- Handle cancellations timely by checking carrier websites or NOCs received via scan fax or email legally saving all accounts possible with adherence to E&O guidelines.
- Prepare and check policies based on SOGs checklist to include preparing letters invoicing summaries of insurance certificates ID cards evidence of insurance binders etc. Policies must be checked for accuracy and all applicable endorsements.
- Know and be up to date on the utilization of carrier websites carrier communications new coverage options and billing procedures
These additional qualifications are a plus but not required to apply:
- College Degree preferred (high school diploma is required)
- Current California Department of Insurance License
- 1-2 years of experience
- Proficient MS Office Suite (Word Excel Outlook)
- Agency Management System (i.e. EPIC AMS 360) or other paperless insurance management system
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Work environment & physical demands.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines and telephones.
- Work is performed in a typical interior/office work environment.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve 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
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Manager
Key Skills
- Administration
- Facilities Management
- Advocacy
- Aerospace
- Cloud Computing
- Back Office
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
