Small Business Unit Account Manager

Portland, OR, United States

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.

Small Business Unit Account Manager

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s 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 a Small Business Account Manager on our Business Insurance team at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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).

A day in the life.

The Small Business Account Manager at Clark Insurance, a Marsh McLennan Agency, is part of our Business Insurance division which specializes in consulting on property & casualty lines of coverage. SBU Account Managers provide a high, professional standard of service to our customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, the SBU Account Managers manage a book independently and are responsible for handling new business.

What can you expect to do?

Responsible for the servicing of assigned accounts independently, utilizing discretion and

independent judgment to craft solutions to be shared with customer.

Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners

Advise customers/prospects on the insurance policies/products/services available for protecting their business assets

Responsible for front-end underwriting of customers to align the proper carrier and best solutions for the customer’s insurance needs

Provide quotations, coverage summaries/comparisons, proposals and recommendations

Market new business and renewal submissions to carriers utilizing our standard submission forms

Responsible for customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the team, Director/SVP informed of issues.

Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation

Guide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts

Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance

Make customers aware of the services available in other departments within the agency

Work to attain individual, department and agency business goals

Continue to update job knowledge by participating in educational opportunities

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

3-5 years of insurance service experience

Undergraduate degree or combination of industry education and experience

Property & Casualty License

Holds the Associate in General Insurance designation

Strong working knowledge of business insurance coverages

Extremely detail oriented

High level of initiative and able to work well in a team environment

Motivated, goal-oriented, persistent and skilled negotiator

Strong technical capacity with knowledge of Microsoft Office software products

Handles stressful situations and deadline pressures well

Strong communication, organization and time management skills

Results driven with a positive, professional attitude and exceptional customer service focus

Plans and executes responsibilities independently and with discretion

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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 programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development

Comprehensive medical, dental and vision plans

401K and company match program

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagram.com/lifeatmma/

https://www.facebook.com/LifeatMMA

https://twitter.com/LifeatMMA

https://www.linkedin.com/company/marsh-mclennan-agency/

Who You Are Is Who We Are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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