Private Client Insurance Account Manager

Marsh McLennan Agency; San Antonio (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Marsh McLennan Agency in San Antonio seeks a detail‑oriented Private Client Account Manager to support mid‑market insurance clients.

You will update agency systems, process reports, prepare proposals, and manage renewals under the direction of the Account Executive or Director Client Services, ensuring accuracy and timely service for MMA clients. Experience with Sagitta or ImageRight is a plus; strong Excel skills help in data management and policy documentation.

Qualifications

• College Degree preferred.
• 12 to 18 months insurance industry experience preferred.
• Strong data entry and Excel skills; ability to manage multiple tasks.

Responsibilities

• Update Agency Systems (Sagitta, ImageRight) and enter client data as required.
• Process daily reports and downloads; support assigned Account Executive.
• Prepare proposals and policy documents; assist with renewals and endorsements.
• Maintain client files and schedules of insurance; ensure timely and accurate documentation.

Skills

Data entry

Client service

Communication

Multi-tasking

Attention to detail

Education

College Degree

Tools

Sagitta

ImageRight

Excel

Word/PowerPoint

Job description

Marsh McLennan Agency in San Antonio seeks a detail‑oriented Private Client Account Manager to support mid‑market insurance clients.

You will update agency systems, process reports, prepare proposals, and manage renewals under the direction of the Account Executive or Director Client Services, ensuring accuracy and timely service for MMA clients. Experience with Sagitta or ImageRight is a plus; strong Excel skills help in data management and policy documentation.