Associate Account Manager - Personal Lines Insurance

Internationalinsuranceprofessionals; California; Hybrid; USD 37,000 - 68,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Charitable contribution match

Stock purchase opportunities

Health and welfare benefits

401K savings

Employee assistance programs

Job summary

Momentous Insurance, A Marsh McLennan Agency, is seeking an Associate Account Manager in a full-time, non-exempt role within the Personal Lines department. The position focuses on maintaining client communications, preparing transmittal letters, and organizing department records while ensuring compliance with EPIC procedures.

The ideal candidate will demonstrate strong written and verbal communication skills, attention to detail, and the ability to work under pressure.

Qualifications

• Strong written and verbal communication is required.
• Ability to follow up and manage multiple tasks.
• Attention to detail and the ability to work under pressure.

Responsibilities

• Maintain and update the Communication Log daily.
• Create transmittal letters and other correspondence letters, as necessary.
• Department scanning.
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.

Skills

Communication

Follow-up

Results oriented

Problem solving

Judgment

Time management

Integrity

Pressure management

Attention to detail

Teamwork

Education

College degree preferred

High school diploma required

California Insurance License

MS Office proficiency

Tools

MS Office Suite (Word, Excel, Outlook)

Job description

ASSOCIATE ACCOUNT MANAGER

DEPARTMENT: PERSONAL LINES

STATUS: NON-EXEMPT

EMPLOYEE TYPE: FULL TIME

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Associate Account Manager at Momentous Insurance, A Marsh McLennan Agency.

Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 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 (NYSE: MRSH)

A day in the life.

• Maintain and update the Communication Log daily.
• Ability to create transmittal letters and other correspondence letters, as necessary.
• Department scanning.
• Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.

Our future colleague.

• Strong written and verbal communication skills
• Strong follow up skills
• Results oriented
• Sound problem solving skills
• Consistent exercise of good judgment
• Sense of urgency and time management
• High integrity and work ethics
• Ability to routinely work under pressure, meets deadlines
• High attention-to-detail
• Work independently and collaboratively with a team

These additional qualifications are a plus, but not required to apply:

• College Degree preferred (high school diploma is required)
• Current California Department of Insurance License
• 1 year of experience preferred
• Proficient MS Office Suite (Word, Excel, Outlook)

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Work environment & physical demands.

• Ability 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.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrated opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

The applicable base salary range for this role is $37,440 to $67,800. 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.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#LI-DNI

#LI-Remote

#LI-hybrid

#LI-onsite

The applicable base salary range for this role is $35,600 to $66,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.