Select Business Unit Account Manager

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

We are looking for a Commercial Lines Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services.

A DAY IN THE LIFE OF A SELECT BUSINESS UNIT ACCOUNT MANAGER:

• Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
• Accountable for managing a book of business with clients that average up to $15,000.00 in revenue.
• Perform various service functions on assigned accounts that include but are not limited to:
• Prepare new & renewal policies.
• Prepare applications & submissions; loss run reports.
• Responsible for managing client renewal process within defined guidelines.
• Responsible for ensuring certificate templates are accurate & up to date.
• Issue binders, endorsements, auto ID cards & schedules of insurance.
• Maintain client records in Sagitta & ImageRight systems.
• Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.
• Develop a comprehensive network within & outside of the company to assist with decision making.
• Be available to mentor less experienced agency employees.

THE IDEAL CANDIDATE WILL HAVE:

• Current Florida 2-20 License
• Two years commercial insurance related experience and/or training.
• Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.
• Intermediate knowledge of Microsoft Outlook, Excel and Word.
• Ability to maintain and organize electronic files on the company document management system.
• Ability to exercise independent judgment & sound problem solving skills.
• Effective analytical skills and ability to manage multiple tasks.

WHY YOU’LL LOVE BOUCHARD:

• Personal growth
• Amazing clients and coworkers
• Comprehensive benefits
• Focus on community service
• Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at https://careers.mmc.com/global/en/search-results?keywords=bouchard.

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