08/19/2024
Strategic Account Manager
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Company: Description: JOB TITLE: Strategic Commercial Account Manager, Regional New Business Focus JOB TYPE: FLSA Non-Exempt REPORTS TO: Executive Team Lead, Regional BI ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Strategic Account Executive team workflows, utilizing agency management system. Processes including but not limited to: Generation of surveys and request renewal applications Submit BORs to carriers and tracking of responses Create and complete COPE spreadsheets, as needed. Request loss runs and prepare Loss Summaries Prepare Proposals Compare quotes against submissions Sending documents for signature via DocuSign Identify insurance requirement wording within client contracts Review and summarizing of coverage contained in client legacy insurance policies Supporting Senior Account Executives and Strategic Sales Members Communication of binders and carrier correspondence to/from...
MarshMcLennan
Dallas, TX, USA
Full Time