Marsh McLennan · 4 months ago
Account Manager - Personal Lines Insurance
Van Nuys - Sepulveda
Full-time
Hybrid
Entry Level
$39K/yr - $83K/yr
1+ years expMarsh McLennan is a leading professional services firm providing a range of insurance solutions. The Account Manager on the Personal Lines team will be responsible for delivering high-quality service to customers, managing day-to-day operations, and cross-selling within the existing book of business.
Financial ServicesProfessional ServicesService Industry
Responsibilities
The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business
The Account Manager (AM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers
Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client’s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies
The Account Manager (AM) should have experience in all areas of Personal Lines insurance
As needed, the AM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems
The AM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOG’s)
Know the underwriting and rating procedure for all types of personal lines policies
Quote new business and renewal options to every client
Prepare proposals and applications, submit them to insured’s and carriers, obtain client’s signature and follow up to ensure timely responses, all in conjunction with AE or Producer
Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts
Immediately update Summary of Insurance for existing clients
Remarket accounts as directed and follow up with AE or Producer
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures
Handle cancellations timely by checking carrier websites or NOC’s received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines
Prepare and check policies based on SOG’s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures
Qualification
Required
Know the underwriting and rating procedure for all types of personal lines policies
Quote new business and renewal options to every client
Prepare proposals and applications, submit them to insured's and carriers, obtain client's signature and follow up to ensure timely responses, all in conjunction with AE or Producer
Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts
Immediately update Summary of Insurance for existing clients
Remarket accounts as directed and follow up with AE or Producer
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures
Handle cancellations timely by checking carrier websites or NOC's received via scan, fax or email, legally saving all accounts possible with adherence to E&O guidelines
Prepare and check policies based on SOG's checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements
Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures
Preferred
College Degree preferred (high school diploma is required)
Current California Department of Insurance License
1-2 years of experience
Proficient MS Office Suite (Word, Excel, Outlook)
Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system
Benefits
Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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