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Personal Lines Account Manager - McGriff (HYBRID)
MMC

Greensboro, North Carolina

Posted in Consultancy


This job has expired.

Job Info

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Build and maintain key client and carrier relationships by phone, email, and in person.
  • Assist assigned clients and staff with service questions related to administration, billing, claims issues, and problem solving, upon request.
  • Continually seek cross-sell opportunities and suggest new lines of coverage.
  • Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
  • Prepare marketing information or provide required information to a marketing person. As appropriate, present the options to the client.
  • Complete the implementation process; prepare and deliver all applicable forms to client.
  • Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
  • Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
  • Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
  • Mentor team members.
  • Other duties and responsibilities as requested by management.
    • QUALIFICATIONS
    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's degree or equivalent education and related training.
  • Five years of relevant insurance industry experience.
  • Appropriate insurance license(s).
  • Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
  • Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
  • Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
  • Ability to travel, occasionally overnight.
    • Preferred Qualifications:
  • Advanced degree.
  • Certification in field of endeavor.
  • Experience with Requests for Proposal.

    • #MMAMCG


    This job has expired.

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