Private Client Associate Account Executive

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

Position summary

The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy changes, preparing client correspondence, maintaining accurate policy records, monitoring reports, and supporting timely service delivery across assigned accounts. The Associate Account Executive helps ensure operational accuracy, responsiveness, and a high level of client service in a fast-paced insurance environment.

Essential duties and responsibilities

• Prepare Loss Payee Requests (LPRs) and email them to clients with a copy to the assigned Account Executive.
• Process cancellations after LPRs are returned, as applicable.
• Process requests for Evidence of Insurance for lienholders and mortgagees.
• Process premium and non-premium endorsements for all Account Executives.
• Send ID cards to insureds and distribute declarations pages to insureds.
• Pull download reports, match unmatched transactions, and support the reconciliation of downloaded activity.
• Update cancel reasons in Sagitta and review endorsement accuracy from carrier matches; coordinate corrections as needed.
• Add Policy Checking Lists when required for Umbrella policies and for NEW, F&R, and E&S business.
• Review daily billing alerts and monitor non-pay cancellations across all carriers.
• Pull non-download policy paperwork and attach documents in the agency management system for lines such as Workers' Compensation, Flood, E&S, Farm & Ranch, and similar business.
• Verify Flood policy renewal payments and attach non-download policies as needed.
• Verify Progressive policy renewal payments.
• Receive round-robin calls from service center clients that need to be remarketed.
• Receive round-robin calls from service center clients that need to be transferred back to the carrier service center.
• Handle round-robin calls from insureds with standalone or one-shot policies.
• Troubleshoot client billing inquiries.
• Monitoring automated pull requests from external databases like Comprehensive Loss Underwriting Exchange (CLUE), MVRs, and LexisNexis.
• Ability to operate fluently within specialized industry software like AMS or Applied Epic.
• Managing automated optical character recognition (OCR) systems to ensure trailing documents (e.g., signed exclusions, inspections, appraisals, proof of insurance, policies, endorsements etc.) attach to the correct electronic policy files.

Required qualifications

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Prior experience in insurance account servicing, agency operations, or customer support preferred.
• Working knowledge of agency management systems, preferably Sagitta.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent attention to detail and commitment to accuracy in data entry and document handling.
• Effective written and verbal communication skills.
• Ability to work independently while also supporting a collaborative team environment.
• Strong customer service orientation and professional judgment.

Core competencies

• Account servicing and operational support
• Client communication and responsiveness
• Accuracy and follow-through
• Problem-solving and issue resolution
• Time management and prioritization
• Team collaboration and adaptability
• Confidentiality and professionalism

Disclaimer

This job description is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Responsibilities may be modified at any time to meet business needs.

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, career mobility, employee network groups, volunteer opportunities, and other programs.

For more information about our company, please visit us at: http://marshmma.com/careers.