Personal Lines Account Manager (MMA; Bouchard Region)

In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world's leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA.

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.

The Personal Lines Account Manager is responsible for the service, sales and retention of client accounts assigned to the Client Response Team. Responsible for managing client service needs within a managed call queue environment.

A DAY IN THE LIFE OF A PERSONAL LINES ACCOUNT MANAGER:

• Receive phone calls and office visitors requesting changes to existing coverage and/or requests for new policies.
• Determine acceptability and placement, complete applications or endorsement requests and collect premium when applicable.
• Service a high volume of accounts independently utilizing carrier websites and online rating systems.
• Maintain client files accurately and consistently. Properly document files and communicate in accordance with company workflows, procedures and Best Practices. Maintain a high degree of accuracy in agency management and document management systems.
• Maintain timely automated follow-up on outstanding activities and correspondence.
• Actively seek referrals from current client base to solicit for new business prospects, as well as additional lines of business for existing clients.
• Knowledge of underwriting and rating procedures for all types of personal lines policies including performing underwriting functions whenever necessary.

THE IDEAL CANDIDATE WILL HAVE:

• Current Florida 2-20 or 20-44 license or willingness to obtain.
• College degree desirable or equivalent combination of education and experience
• Minimum two years' experience with knowledge of insurance markets and underwriting procedures.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
• Interact with others effectively by utilizing strong written, oral and interpersonal communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• Comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.
• Strong time management skills. Ability to prioritize and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Ability to explain complex issues, receive and interpret complex information and respond appropriately

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 www.marshmma.com/careers.