Personal Lines Account Support Specialist

Careerwebsite; Sacramento, Northern (CA, KY); Hybrid; USD 36,000 - 68,000; Full time

Benefits offered by this job

Generous benefits

Tuition reimbursement

Charitable contribution match

Stock purchase program

Job summary

Momentous Insurance, A Marsh McLennan Agency, seeks an Associate Account Manager for its Personal Lines team in California. You will manage client communications, support policy administration, and help maintain service standards.

The role emphasizes accuracy, timely follow-up, and teamwork in a dynamic, client-focused environment. Strong written/verbal skills, integrity, and good judgment are essential to succeed.

Qualifications

• Strong written and verbal communication skills.
• Strong follow up skills.
• Results oriented.
• Sound problem solving skills.
• High integrity and work ethics.

Responsibilities

• 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.

Skills

Communication

Follow up

Results driven

Problem solving

Judgment

Time management

Integrity

Pressure management

Attention to detail

Teamwork

Education

College Degree preferred

California Insurance License

Tools

MS Office

Job description

Momentous Insurance, A Marsh McLennan Agency, seeks an Associate Account Manager for its Personal Lines team in California. You will manage client communications, support policy administration, and help maintain service standards.

The role emphasizes accuracy, timely follow-up, and teamwork in a dynamic, client-focused environment. Strong written/verbal skills, integrity, and good judgment are essential to succeed.