Marsh & McLennan Associate Technical Account Manager (1815CCHA) in Charlotte, North Carolina
MMA Mid-Atlantic – Charlotte, NC Associate Technical Account Manager
Marsh & McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh & McLennan Companies (MMC) banner.
Through the strength of our management team, our geographic presence and our world class services, MMA provides public and private companies with risk management and employee benefit support that helps them flourish. We are proud to provide our clients with best-in-class services that meet their growing needs.
Provides prompt, courteous, knowledgeable service with client contact, as needed.
Processes new business/renewals, endorsements, certificates, cancellations, audits, interim reports and other transactions, as required within agency guidelines, workflows and standards.
Distributes mail and provide other office support, as required.
Ability to rate, as required.
Resolves applicable Accounting Discrepancies.
Develops coverage knowledge and policy-checking skills.
Assists the department in writing new business and renewals, as requested, through application assembly, setting up files, assembling proposals, issuing binders I.D. cards, etc., in accordance with agency standards.
Determines reasons for requests for cancellations, act to save accounts in accordance to agency standards and workflows.
Maintains client files on computer system and uses computer system to perform all transactions.
Maintains awareness of opportunities for adding new business to existing accounts or cross-selling business to other departments.
Interacts with high level clientele/members of the organization in a positive professional manner.
Provides assistance to other employees and performs various administrative and other duties as needed.
Effective oral and written communication and relationship building skills essential.
Proficiency with Microsoft Office products, advanced knowledge level of Excel required. Exceptional time management and organization skills.
Must be a self-starter and demonstrate resourcefulness.
Minimum of 2 years insurance experience preferably in an insurance agency or brokerage environments.
HS diploma or equivalent required. P&C licensure (Property & Casualty) or ability to obtain within 90 days of employment required.
Occasional travel to various locations may be required. Must have valid transportation.