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Client Success Manager - Remote
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Lytx, Inc. is proud to be an equal opportunity/affirmative action employer and maintains a drug-free workplace. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce. EOE/M/F/Disabled/Vet.Client Success Manager - RemoteRemote - USAFull timeR-3169Why Lytx: At Lytx, we're passionate about our work and encouraged to help make our roadways safer. Want to be involved in the ongoing building and improvement of our client experience and operational excellence? Join Lytx as a Client Success Manager II and be a key member of the Client Success team! In this role, you'll be the primary point of contact for our client, while managing the assigned Client throughout their client lifecycle, with a focus on training, program support and feature adoption. 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Benefit Analyst
MMC, San Diego
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.Essential Duties & ResponsibilitiesSupport the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. 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This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.Bachelor degree strongly preferred.Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.Maintain a valid Driver's License and dependable transportation.Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decreaseAbove average analyzing, problem solving and planning/organizational techniques are essential.Work Environment & Physical DemandsAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.Occasional travel to client sites may be required. Travel is usually within driving distance.The applicable hourly rate range for this role is $19.25 to $41.15. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
Benefit Analyst
MMC, San Diego
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.Essential Duties & ResponsibilitiesSupport the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP's, follow processes and procedures to market clients for renewal process.Analyze market proposals received to verify benefits, premium rates and competitiveness.Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.Prepare and coordinate materials for the enrollment process and other formal client presentations.Work with carrier representatives to coordinate activity for a smooth implementation of new plans.Coordinate Administrative Installation with insurance carrier and participate in installation meetings.Maintain Agency Management System and the ImageRight System.Follow processes and procedures as outlined in the Procedure Manual.Provide day to day client serviceAct as liaison for client to research and resolve coverage, claim and administrative problems.Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.Ensure the client data is accurate and current upon each renewal and throughout the policy period.Prepare files and other records needed by Marsh & McLennan.Develop good relationships with others on the Client Service Team.Maintain the professional standards established by Marsh & McLennan when working with clients.Provide back up to other Benefit Analysts as needed.Share information with Benefit Analysts and others to create a good network of information within the Department.Attend monthly Analyst meetings and other meetings as requested.Education and/or ExperienceSuccessful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.Bachelor degree strongly preferred.Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.Maintain a valid Driver's License and dependable transportation.Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decreaseAbove average analyzing, problem solving and planning/organizational techniques are essential.Work Environment & Physical DemandsAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.Occasional travel to client sites may be required. Travel is usually within driving distance.The applicable hourly rate range for this role is $19.26 to $41.15. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.#MMAEHB
Assistant Community Manager - Affordable
Fairfield Residential, SAN DIEGO
$1,000 First-Year Bonus*Fairfield is looking for an experienced Assistant Community Manager - Affordable to join their team. Stratton Apartments has 312 units and is located in San Diego.OUR COMPANY:At Fairfield, we are proud to be a leader in the multifamily housing industry. We are passionate about creating exceptional and luxurious apartment living. Among the most experienced multifamily companies, Fairfield has developed and acquired over 1000 communities since 1985. We are an award-winning company that proudly employs over 1,400 associates who are dedicated to serving our customers at our apartment communities located in over 30 markets nationwide.Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership for the long term, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.ABOUT THIS ASSOCIATE:Fairfield properties are known for our visible and available on-site staff that keep our residents loving where they live. Our Assistant Community Managers are critical members of our sales and management team that maintain these high standards with a customer-centric mindset.Together with the Community Manager, this Associate works to ensure the property's revenue and profit targets are met while maintaining best in class standards for customer service and high retention for our residents. Assistant Community Managers are responsible for cultivating and managing the resident experience while supporting the property's accounting needs and leasing policies.This is a busy, exciting job for a candidate that is eager to apply their superior leasing and marketing experience into the next step of their career in property management. This position reports to the on-site Community Manager and successful associates may be promoted to more senior positions on the Property Management team.WHAT YOU CAN EXPECT TO DO IN THIS ROLE:ACCOUNTING & BOOKKEEPINGMaintain all property accounting and reporting, including collecting and posting rent, financial and leasing reports, month end, pre close, bank deposits and ensuring a balanced rent roll.Prepare monthly close-out and financial reports.Process invoices for payment.Collect rent, fees, and other payments.Complete bank deposits, dispositions, and account reconciliations.Use property management software such as Yardi to record, track, and report on all financial workings of the community.AFFORDABLE COMPLIANCEGather and follow up on all verifications of income, as required for LIHTC and/or HUD programs.Monitor correct usage of income and rent limits as well as utility allowances.Walk units to prepare for state required inspections.Maintain positive relationship with local housing authority. CUSTOMER SERVICE & SALESUse your leasing and sales experience to lease apartments.Promote resident satisfaction and retention by regularly responding to complaints, questions, and requests in a timely manner.Take all appropriate action to resolve and address service issues.TEAMWORKCheer, lead and mentor our leasing team. They will look to your guidance and experience related to leasing, closing, marketing, apartment files, and resident retention. Work closely with the Community Manager regarding all property operations.WHAT YOU'LL NEED ON DAY ONE:Minimum of one year of residential leasing, sales and/or property management experience required.Minimum of one year of LIHTC experience required.Experience in leadership and supervising a staff preferred.Experience using Yardi or other related property management accounting softwareStrong knowledge of Microsoft Outlook, Word, and Excel.Strong math and accounting skills.Understanding of financial statements (budget, financial reports, accounting information, etc.).Strong understanding of federal, state, and local fair housing laws and provisions. High school diploma or equivalent required.Housing Credit Certified Professional (HCCP) Designation preferred.Knowledge of Low Income Housing Tax Credit (LIHTC).Knowledge of IRS 8823 guide and HUD 4350.3 manual. Certified Occupancy Specialist (COS) or Certified Professional of Occupancy (CPO) designation preferred if HUD property. Ability to work a flexible schedule to include weekends, evenings, and some holidays.Valid driver's license required.*The First-Year Bonus, less usual deductions, will be divided into two equal payments: the first payment following the completion of 90 days of employment, and the second payment following the completion of 1 year of employment.#LI-CAROLYNEstimated Rate of Pay:$20.73 - $26.95This position is non-exempt; the range above reflects hourly rates.The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional) Matched 401(k) Medical, dental & vision insurance Flexible spending account Life insurance * Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.
Insurance Associate - XLP
MMC, San Diego
SummaryProvide support for Client Administrators and Client Managers in servicing all lines of commercial insurance in accordance with departmental objectives and procedures.Essential Duties & ResponsibilitiesAssist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.Mail:Process New MailMail monthly installment invoices to clientsPolicies:Prepare policy for policy checking by:Confirming all necessary documents are in fileCreating policy checking request form.Sending task to policy checkersWhen checked policy is returned, if no errors, process the policy to the client.If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.Endorsements:Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.Follow-up with Carriers/Wholesalers for completion of endorsements.Bill as necessary within agency defined timeline as outlined in procedures.Cancellations/ReinstatementsFile and Prepare for CA/CM. Update task to note policy with cancellation date.Certificates:Complete daily cert requestsDate off holdersSagitta:Add New Prospects and ClientsUpdate policy dataIssue Auto ID CardsCreate ApplicationsManage the set up and use of the teams iPads.Create Schedules of Insurance as requestedHandle Special Projects as requested.With more experience, assist in the processing of Final Audits.Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.Establish and maintain positive and effective working relations with other Associates and clients.Education and/or ExperienceA bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.Proficient with Microsoft Office software (Word, Excel, and Outlook).Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.Work Environment & Physical DemandsAbility to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.The applicable hourly rate range for this role is $21.44 to $34.29. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.#LI-DNI
Benefit Analyst
MMC, SAN DIEGO
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.ESSENTIAL DUTIES & RESPONSIBILITIESSupport the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP's, follow processes and procedures to market clients for renewal process.Analyze market proposals received to verify benefits, premium rates and competitiveness.Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.Prepare and coordinate materials for the enrollment process and other formal client presentations.Work with carrier representatives to coordinate activity for a smooth implementation of new plans.Coordinate Administrative Installation with insurance carrier and participate in installation meetings.Maintain Agency Management System and the ImageRight System.Follow processes and procedures as outlined in the Procedure Manual.Provide day to day client serviceAct as liaison for client to research and resolve coverage, claim and administrative problems.Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.Ensure the client data is accurate and current upon each renewal and throughout the policy period.Prepare files and other records needed by Marsh & McLennan.Develop good relationships with others on the Client Service Team.Maintain the professional standards established by Marsh & McLennan when working with clients.Provide back up to other Benefit Analysts as needed.Share information with Benefit Analysts and others to create a good network of information within the Department.Attend monthly Analyst meetings and other meetings as requested.EDUCATION AND/OR EXPERIENCESuccessful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required otherwise noted:Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.Bachelor degree strongly preferred.Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.Maintain a valid Driver's License and dependable transportation.Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decreaseAbove average analyzing, problem solving and planning/organizational techniques are essential.WORK ENVIRONMENT & PHYSICAL DEMANDSAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.Occasional overtime may be required. Travel is usually within driving distance. The applicable hourly rate range for this role is $19.26 to $41.15. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
Resort General Manager
Evans Hotels, San Diego
LOCATIONThe Lodge at Torrey PinesStep into the timeless craftsman charm of The Lodge at Torrey Pines. Overlooking the world-renowned Torrey Pines Golf Course with views of the Pacific Ocean, the AAA Five Diamond rated resort features 170 rooms and suites, 2 restaurants, a full-service spa, versatile meeting spaces, and unprecedented service.The Lodge at Torrey Pines is owned by Evans Hotels, LLC, a family-owned and operated business committed to supporting and enhancing employee well-being through a variety of programs that nurture our staff professionally and personally. We offer hands-on manager and leadership training, employee appreciation days, and staff awards and recognition. Our team is also dedicated to serving our community through initiatives like company-wide beach clean-ups and volunteer opportunities. SUMMARYThe General Manager ("Gerente General") reports to the Chief Operating Officer and will be responsible for overseeing the AAA Five-Diamond rated, Lodge at Torrey Pines. This role leads and supports a team of hospitality professionals to achieve superior guest, owner, and associate results. Areas of direct oversight include Spa, Housekeeping, Security, Engineering, Groundskeeping, and Food & Beverage. The property includes high-profile food and beverage offerings, and the General Manager will ensure we maintain and build our market presence. This position drives and maintains five-diamond service while maximizing revenue and ensuring superior financial results.PAY & PERKSCompensation:$235,000 - $300,000 DOE**Discounted Hotel Rooms for you, family, and friends.Free Employee Parking and/or discounted MTS Pronto Card.Free Meals & Refreshments during working shift.Career advancement opportunities!Health (including SIMNSA), Dental, Vision, 401k with match, life insurance, sick and vacation time.Discounts on cell phone bills, shoes, gym memberships, hotel stays at our sister properties, and more!ESSENTIAL DUTIES:Coordinate, direct, and manage day-to-day hotel operations directly or by delegation to subordinate supervisors. Ensure that the hotel consistently delivers exceptional guest experiences in line with AAA Five Diamond standards. Uphold the AAA Five Diamond standards of excellence in all aspects of resort operations. Motivate associates to exceed guest expectations and passionately uphold and elevate a positive work environment by developing a culture where the guest experience comes first. Support and communicate company goals and initiatives, promote company programs and act as an ambassador of the company. Provide input and execute the development, implementation, and measurement of guest service standards consistent with the company's core service standards. Respond to guest interactions in a professional and timely manner, achieving positive resolutions to guest concerns. Support and motivate the Sales, Catering, and Revenue teams. Work with revenue management and implement necessary rate changes to maximize room revenue. Closely monitor occupancy, rates, and demand forecasts; and make recommendations concerning current and future rates. Participate in the development of marketing strategies aimed at increasing volume and market share and investigate potential opportunities for revenue optimization. Responsible for designing, directing, and implementing guest resort activities on a seasonal basis that drive guest experience and engagement. Ensure hotel operations are functioning within the financial parameters established by the company. Monitor property expenditures, and prepare justifications for budget variations, and project increases for projects. Ensure all accounting and financial policies and procedures are supported and fully maintained at the property. Lead with an employee-centric mindset that values our associates. Ensure our Associate culture programs such as Evans Team Chats, Associate Engagement Surveys, Evans Check-In, Hospitality Star, Guiding Star, and more are fully supported. Hire top-notch associates. Assemble skilled and cohesive teams, manage individual and group performance, provide developmental opportunities, and promote teamwork and cooperation. Ensure a safe working environment for guests and associates. Create a positive work environment. Ensure training and development programs are supported and executed. Incorporate five-diamond service standards into the property's culture and training. Ensure compliance with company policies and legal requirements for all employees.Performs additional duties and responsibilities as directed by the leadership team.QUALIFICATIONS:Bachelor's degree (B. A.) from four-year college or university required, Hospitality management preferred.Upscale/luxury hotel/resort experience preferred.A minimum of fifteen years of experience in hospitality management is required. Technical knowledge of hotel property management, yield management systems, and financial/accounting systems.AAA five-diamond experience preferredExperience managing relationships for a high-profile property with outside vendors, entities, government officials, and agencies.Exceptional customer service and interpersonal skills. Significant food and beverage management skills. Strong financial analysis and business intelligence skills. The ability to develop short and long-range property objectives and strategies.Ability to read, analyze, and interpret standard scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or business community members.Ability to write speeches and articles for publication that conform to prescribed style and format.Ability to effectively present information to top management, public groups, and boards of directors.Ability to speak/write Spanish effectively is preferred.Exceptional customer service and interpersonal skills.Exceptional customer service and interpersonal skills.Open availability, including weekends, nights, and holidays.The following position will be filled in accordance with the process set forth in California Labor Code Section 2810.8 and San Diego Municipal Code 311.0101 et. seq.**The pay scale posted is the salary or hourly wage range that the employer reasonably expects to pay for the position during the first year of employment. The posted range does NOT include potential additional types of compensation, such as gratuities, service charges, commissions, or bonuses. Actual compensation offered may fluctuate based on qualifications and/or experience.
Account Executive - Commercial Insurance
MMC, SAN DIEGO
SummaryAssume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.Essential Duties & ResponsibilitiesOversee ongoing account service activities.Prepare monthly production and activity reports.Manage/collect receivables in conjunction with Client Sales Executive.Meet regularly with Client Sales Executive to update, advise and inform.Coordinate activities on accounts.Review and deliver summary, proposals and policies.Lead, present and participate in meetings with clients.Maintain current Insurance Summaries on all accounts.Update COW's annually on all accounts.Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)Participate in new business development and proposals with Client Sales Executive.Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.Coordinate coverage placement through managing the direction provided to service team.Deliver binders and invoices.Manage all facets of renewal process.Initiate client contact and orchestrate renewal strategy meetings.Gather renewal underwriting information.Oversee process of preparing and updating underwriting specifications.Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.Advise, inform and involve Client Sales Executive, as required in marketing process.Prepare and deliver proposals.Prepare all orders and instructions to Client Administrator.Manage expiration lists.Act as a leader for the service team members.Create an environment oriented to trust, open communication, and cohesive team effort.Facilitate problem solving and collaboration when faced with client difficulties.Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.Provide necessary business information to enhance the team's professional development.Ensure deliverables are prepared to satisfy client requirements, cost and schedule.Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.Establish and consistently maintain effective and positive working relationships with Associates and clients.Education and/or ExperienceBachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.Proficiency with MS Office Software (Word, Excel, Outlook).Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.Work Environment & Physical DemandsAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.The applicable base salary range for this role is $84,700 to $180,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.#LI-DNI#MMABI
Commercial Insurance Account Manager
MMC, SAN DIEGO
SummaryThe Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.Essential Duties & ResponsibilitiesContinue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.Proactively prepare renewal specifications and rough draft proposals.Assist with and/or manage the marketing of renewal business as directed by Client Executive.Prepare experience modification projections using Intellicomp or other available software.Review accuracy of experience modification calculations published by state rating agencies/bureaus.Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with Client Executive as necessary. As needed, check policies on your own as needed if time allows or a rush situation. Manage the timely delivery of the policies to the client either via email, in person or via online portal.Assist Client Executives in completion of Stewardship Reports.Review loss run and claim status reports.Prepare Loss Summaries and Large Loss Reports.Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.Assist with collections of Accounts Receivables.Participate in E&O Audits.Establish and consistently maintain effective and positive working relationships with Associates and clients.Education and/or ExperienceBachelor's degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.Maintain a valid unrestricted California Fire & Casualty Solicitors license.Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.Proficiency with MS Office Software (Word, Excel, Outlook).Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.Work Environment & Physical DemandsAbility to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.Work is performed in a typical interior/office work environment.Occasional travel to client sites may be required. Travel may consist of an overnight stay.Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.We 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.#LI-DNI#MMABI