Account Managers within our Private Client Services department at McLennan Agency, provide a high, professional standard of service to customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing high net worth customers, identify needs and recommend appropriate coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts.
Manage, retain and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinking
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 financial assets
Responsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer’s/prospect’s insurance needs
Provide quotations, coverage summaries/comparisons, proposals and recommendations proposed
Responsible for all 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 and informing the department director of any problems.
Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
Provide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agency
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
Work to attain individual, team, department, and agency business goals
Continue to update job knowledge by participating in educational opportunities
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 personal 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
Exceptional 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
