Marsh & McLennan Account Services Analyst in Urbandale, Iowa
The purpose of this position is act as primary account relationship manager with responsibility for overall account servicing and maintenance. Expands client relationships by analyzing, communicating and eliminating coverage gaps, ensuring that a client’s risk is being managed in an optimal manner.This position works within established procedures. Applies basic understanding of a body of knowledge and services less complex accounts.
Responsible for growth of assigned book of business as well as client retention goals. Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner. Gathers information from client related to risk management/commercial needs and evaluates the best way to manage the client’s risk. Reviews with the client loss experience and current coverage. Recommends appropriate products and services. Presents terms to clients & cross sell opportunities to meet needs of clients and mitigate risk. . Ensures that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.
Assists with performing critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.
Assists more senior Account Managers with retention and generating new business, by leveraging strategy information and managing contract reviews and midterm changes.
Begins to maintain relationships with less complex clients, prospects, client teams and producers to provide best in class service and drive growth.
Serves as a client contact for day-to-day needs and answers standard client questions to improve the client experience.
Keeps abreast of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.
Manages and records all activities in the workflow system to ensure timely follow up by client, carriers, client team and delivery of final policy. QualificationsQualifications:
Bachelor’s degree preferred.
Minimum of two years client management/ customer service experience.
Must have Property and Casualty License or working towards obtaining it
Possesses a solid understanding of basic insurance principals.
Strong written and verbal communication skills to effectively interact with internal and external customers.
Organizational and time-management skills to handle multiple tasks and prioritize effectively.
Detail oriented to ensure accuracy.
Results oriented with the demonstrated ability to follow-through on projects to completion.
Strong customer service focus.
Demonstrated ability to function effectively as part of a team working in a high visibility client environment. Must be able to work independently.
Proven ability to exercise sound judgment and strong problem solving skills to resolve customer service and departmental issues.
Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.
Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint) and Lotus Notes.
Should be knowledgeable in the use of intranet and internet applications. Appropriate license must be obtained if necessary for position. Core competencies include:
Communicating with Impact Developing and Maintaining Relationships Service Orientation At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer. Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC). Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity. US ONLY: Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.