Private Client Accounts Specialist

MMC; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Marsh & McLennan Agency is seeking a Private Client Associate Account Executive to provide day-to-day account servicing support, process policy changes, prepare client correspondence, and maintain policy records in a fast-paced insurance environment.

You will support timely service delivery across assigned accounts, verify billing and endorsements, and ensure operational accuracy while coordinating with account executives and service teams.

Qualifications

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Prior experience in insurance account servicing or customer support is preferred.
• Experience with agency management systems, preferably Sagitta.
• Strong organizational skills with ability to manage multiple deadlines.
• Excellent attention to detail and accuracy in data entry and document handling.
• Effective written and verbal communication and ability to work independently within a team.

Responsibilities

• Prepare Loss Payee Requests (LPRs) and email to clients with a copy to the Account Executive.
• Process cancellations after LPRs are returned when applicable.
• Handle Evidence of Insurance requests for lienholders and mortgagees.
• Process premium and non-premium endorsements for all Account Executives.
• Send ID cards and distribute declarations pages to insureds.
• Pull download reports, reconcile transactions, and support data accuracy.
• Update cancel reasons in Sagitta and coordinate corrections with carriers.
• Add Policy Checking Lists for Umbrella, NEW, F&R, and E&S business.
• Review daily billing alerts and monitor non-pay cancellations.
• Attach policy paperwork in the agency system for lines like W/C, Flood, E&S, Farm & Ranch.
• Verify Flood and Progressive renewal payments.
• Receive round-robin calls to remarket or transfer policies as needed.
• Troubleshoot client billing inquiries and monitor external data sources like CLUE, MVRs, LexisNexis.
• Operate AMS or Applied Epic and manage OCR attachments to policy files.

Skills

Account servicing

Organizational skills

Attention to detail

Communication

Independent worker

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Sagitta

AMS

Applied Epic

Job description

Marsh & McLennan Agency is seeking a Private Client Associate Account Executive to provide day-to-day account servicing support, process policy changes, prepare client correspondence, and maintain policy records in a fast-paced insurance environment.

You will support timely service delivery across assigned accounts, verify billing and endorsements, and ensure operational accuracy while coordinating with account executives and service teams.