An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
Client Manager - Commercial Lines Marsh McLennan Agency - 3.9 Scottsdale, AZ Job Details Full-time 11 hours ago Qualifications Commercial insurance policies Microsoft Excel Microsoft Outlook Employee relationship building Cross-functional collaboration Cross-functional communication
Full Job Description Company:
Marsh McLennan Agency Description:
Position Overview The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients. Principal Duties and Responsibilities Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking Conduct all business in accordance with established policies and procedures May attend client meetings on or off site on occasion Other duties as assigned
Knowledge, Skills and Abilities Required:
3+ years in commercial lines insurance Licensed in Arizona Property/Casualty (or ability to transfer existing license) Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, carriers and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
Some college or technical training in related discipline
CIC, CPCU, CRM, CISR
designations Previous Sagitta and ImageRight experience #MMAWest #LI-DNI
