Private Client Services Manager — Insurance & Client Growth

Marsh McLennan Agency; Carrollton (GA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Tuition reimbursement and professional development opportunities

Job summary

A leading insurance solutions provider is seeking a Private Client Services Client Manager in Carrollton, GA. The role involves managing and processing various insurance-related documents and providing excellent customer service. Candidates should have 4+ years of insurance experience and excellent communication skills. This position offers a supportive workplace and numerous benefits, including medical insurance, a 401K plan, and opportunities for professional development.

Qualifications

• 4+ years of insurance experience.
• Must have Property & Casualty license.
• Ability to multi-task.

Responsibilities

• Oversee processing of insurance-related documents.
• Prepare and manage invoices for insurance policies.
• Review and process policy endorsements.
• Assist clients with insurance applications.
• Maintain organized electronic files and records.
• Implement collection strategies for receivables.
• Provide assistance to clients regarding coverage options.

Skills

Excellent organizational skills

Proven customer service and relations

Research and analysis skills

Verbal communication skills

Written communication skills

Detail-oriented

Proficient with Microsoft Word

Proficient with Microsoft Excel

Proficient with Outlook

Education

High School Diploma

Bachelor’s degree

Tools

Agency Management System

Imaging System

Job description

A leading insurance solutions provider is seeking a Private Client Services Client Manager in Carrollton, GA. The role involves managing and processing various insurance-related documents and providing excellent customer service. Candidates should have 4+ years of insurance experience and excellent communication skills. This position offers a supportive workplace and numerous benefits, including medical insurance, a 401K plan, and opportunities for professional development.