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Private Client Services Account Manager
2 months ago
About Us
US012 Marsh & McLennan Agency LLC is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A Day in the Life
As a Private Client Services Account Manager, you will be responsible for:
- Managing all steps in the processing of evidence of property, binders, ID cards, invoicing, accounting, endorsements, and applications.
- Maintaining electronic files and accounts.
- Performing account rounding and effectively assisting clients with coverage issues and changes.
- Generating new business sales and managing the marketing process.
- Following up and handling aged receivables.
- Engaging in verbal and written correspondence with clients, carriers, and mortgage companies.
Our Ideal Candidate
We are seeking a highly skilled and experienced professional with:
- At least 4 years of personal lines insurance experience.
- Excellent organizational skills and the ability to research and analyze problems independently.
- Proven customer service and relations skills.
- Excellent written and verbal communication skills.
- Multi-tasking and detail-oriented abilities.
- Proficiency with Microsoft Word, Excel, and Outlook.
- The ability to self-check for accuracy and learn the Agency Management System and Imaging System.
- A Property & Casualty resident agents license or the ability to obtain one within 90 days.
What We Offer
We value and respect the impact our colleagues make every day. We offer a range of benefits, including:
- Medical, dental, and vision insurance.
- A 401K and company match program.
- Company-paid life and disability insurance.
- Generous paid time off programs.
- An employee assistance program (EAP).
- Volunteer paid time off (VTO).
- Career mobility and employee networking groups.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
