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Life and Disability Account Manager (MMA Southwest - Dallas)

Company: Marsh & McLennan Agency LLC
Location: Dallas
Posted on: June 25, 2022

Job Description:

Company:Description:JOB TITLE: Account Manager - Individual Life & DisabilityJOB TYPE: FLSA Non-ExemptSUMMARY: Provide marketing and administrative support to benefit advisors handling clients that have individual life and disability productsESSENTIAL DUTIES & RESPONSIBILITIES:Support the Account ExecutiveProvide quality customer service to existing and new clients as well as prospectsRun and prepare quotes/illustrationsPrepare documentation for client presentations including reviews, report compilation, duplication and distributionMaintain files for compliance and auditsProvide and audit client applicationsManage applications during underwriting process and request required recordsCommunicate status updates to clients during underwriting processMarket applications for more favorable ratings when appropriateProvide general administrative duties to include but not limited to database maintenance, exam scheduling, photocopying, faxing, mailing and filingProvide IT back up when necessaryProvide commission assistance in relation to individual productsCoordinate with brokers to implement client renewals and outreach programsServe as liaison and compliance officer for life insurance products; primarily focused on John HancockAdditional projects and special presentations as requiredREQUIREMENTS:Education: College Degree Preferred1+ years of insurance industry experienceAbility to multi-task, prioritize work, possess basic word processing and spreadsheet computer skillsAbility to demonstrate cooperation and effective communication with clients, vendors and internally with co-workersAbility to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessOperational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologiesWilling to work overtime when necessary due to cyclical nature of businessWe embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

Keywords: Marsh & McLennan Agency LLC, Dallas , Life and Disability Account Manager (MMA Southwest - Dallas), Executive , Dallas, Texas

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