Marsh McLennan Agency · 1 week ago
Personal Lines Account Manager
Vero Beach, FL
Full-time
Hybrid
Mid Level
3+ years expMarsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Personal Lines Account Manager will be responsible for managing client accounts, educating clients on insurance products, and resolving billing issues while ensuring excellent service delivery.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
Determine acceptability and placement of coverage and collect premium payments when applicable
Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers
Responsible for documenting and answering client calls, emails and mail transactions
Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response
Communicates with clients to obtain additional information to complete transactions
Qualification
Required
High school diploma or equivalent
Active current and valid Florida 2-20 insurance license
3+ years of experience in personal lines industry, including thorough knowledge of personal lines products
Proficiency with MS Office, including Excel
Preferred
Bachelor's degree or higher
Experience with Sagitta and Image Right
Experience with EPIC
Designations
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Competitive compensation
Entrepreneurial leadership
Unmatched, scalable resources
Committed to core values
Inclusive culture
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
Company data provided by crunchbase