New Business Account Manager Position Available In Pinellas, Florida

New Business Account Manager
Opened Recently
This job is available in 2 locations See allCategory Customer ServicesJob Id R_309240
Business Insurance New Business Account Manager
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (

NYSE:

MMC).
We are looking for a New Business Account Manager to act as the liaison between our Sales and Marketing teams in onboarding new business prospects and clients. A day in the life.
Thorough knowledge of entering New Business in Sagitta and Image Right file setup and management
Review current policies to determine coverage analysis based on client exposures and identify any gaps in coverage
Work with Sales and Client/Prospect to obtain all information required to prepare New Business submission
Prepare AOR letters and New Business submission for Marketing
Work with Marketing through quoting process and field all underwriting questions and information requests
Utilize Indio for Supplemental Apps when requested
Prepare Proposal for Sales to present to Prospect
Provide binding instructions and all required signed binding documents to Marketing
Update Sagitta with bound coverage information
Prepare Summary of Bound Coverage
Invoice all bound lines of coverage in Sagitta
Create Tasks in IR for any follow up items and Policy Receipt
Facilitate a transition meeting with BI Service Team
All other duties as assigned and required to fulfill the responsibilities of the role
Our future colleague.
­Current Florida 2-20 License
Solid technical insurance knowledge and background of business insurance coverage
Extensive understanding of all software products and agency resources necessary for the efficient management of client information
Advanced working knowledge of Sagitta and Image Right and ability to maintain and organize all correspondence in the company document management system
Excellent organizational skills with high attention to detail
Ability to manage multiple tasks, deadlines, and adjust priorities in a fast-paced environment
Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage
High self-motivation with excellent interpersonal skills and the ability to work effectively with diverse backgrounds.
Excellent communication and negotiation skills
Effective team member who proactively assists all other members of this team
Ability to always maintain a professional manner
Intermediate knowledge of Microsoft Outlook, Excel and Word
Valuable benefits.
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
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities