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Private Client Services Account Manager


The main goal and function of a Private Client Services (Personal Lines) Account Manager is to assist the production team in the production and service of new and existing accounts. The responsibilities include all functions of support for the Private Client Services book of business to which they are assigned.

Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, youll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition.


Applicants must be within driving distance to a local Southeast Region office to be considered for this role and have the ability to commute to a local office a minimum of three days per week.



What can you expect?

Opportunities for personal and professional growth and development.
Colleagues at MMA Southeast dont simply work together; we challenge each other to push further, think smarter, and love what were doing together. Our shared purpose is to be there for our clients in the moments that matter.


We will count on you to:

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


What you need to have:

4+ years of 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 of employment


What makes you stand out:

Prior insurance brokerage experience
A shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability


What is in it for you?

Medical, dental and vision insurance
401K and company match program
Company-paid Life and Disability offerings
Employee Stock Purchase Plan (ESPP)
Generous Paid Time Off (PTO) programs
Paid Parental Leave
Volunteer paid time off (VTO)
Career mobility
Pet insurance
Employee Resource Groups (ERGs)
Continuing education and training opportunities

MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. MMA was named a 2023 Top Workplace for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.


Marsh McLennan and its Affiliates are EOEMinority / Female / Disability / Vet / SexualOrientation / Gender Identity employers.


At MMA, your future is limitless. For more information about our company, please visit us at: (link removed)/careers.