Private Client Services Client Manager

National African-American Insurance Association (NAAIA); Alabama; Hybrid; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as a Private Client Services Client Manager, where your expertise in personal lines insurance will drive meaningful impact. This role offers a dynamic work environment, allowing you to engage with clients directly, solve complex problems, and ensure exceptional service. You'll be part of a collaborative team that values your contributions and promotes professional growth. With a strong focus on colleague well-being and a commitment to diversity, this is an opportunity to thrive in your career while making a difference in the community. Explore your potential in a supportive and inclusive workplace.

Benefits

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Career mobility

Employee networking groups

Tuition reimbursement

Charitable contribution match programs

Qualifications

• 4+ years of experience in personal lines insurance is required.
• Must have excellent communication and organizational skills.
• Ability to analyze problems and work independently.

Responsibilities

• Manage processing of property evidence, invoicing, and endorsements.
• Assist clients with coverage issues and manage marketing processes.
• Maintain electronic files and follow up on aged receivables.

Skills

Personal lines insurance experience

Organizational skills

Customer service skills

Problem-solving skills

Written communication skills

Verbal communication skills

Multi-tasking

Attention to detail

Education

Property & Casualty resident agents license

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Agency Management System

Imaging System

Job description

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 11,000 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 Private Client Services Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 McLennan (NYSE: MMC).

Applicants must be within driving distance to our Birmingham, AL office to be considered for this role and have the ability to commute to the office a minimum of three days per week

A day in the life.

As a Private Client Services Client Manager, you will:

• Be responsible for all steps in the processing of:
  • Evidence of Property/Binders/ ID cards
  • Invoicing/Accounting
  • Endorsements
  • Applications
• Electronic file maintenance
• Account rounding
• Effectively assisting clients with coverage issues and changes
• Limited new business sales
• Manage the marketing process
• Follow up and handle aged receivables
• Verbal and written correspondence with clients, carriers, and mortgage companies

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 4+ years of personal lines insurance experience
• Excellent organizational skills
• Proven customer service and relations
• Able to research and analyze problems independently
• Must have excellent written and verbal communication skills
• Multi-tasked and detail oriented
• Proficient with Microsoft Word and Excel, Outlook
• Able to self-check for accuracy
• Must learn the Agency Management System and Imaging System

• Must have Property & Casualty resident agents license or obtain within 90 days

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.

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 celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMASE