Private Client Account Manager
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Job Location:
Clearwater, SC - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Company:
Description:
Private Client Account Manger
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9000 of the industrys 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 a Private Client Account Manager at MMA.
Marsh McLennan Agency (MMA) provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
As an Account Manager on the Private Client team youll manage an assigned book of business with the goal of retention through exceptional customer service. You will do this by receiving client phone calls and emails with requests to change existing or new coverages and/or policies. By working in unison with the producers and marketing team you will determine acceptability and placement of new and renewal business. You will complete applications endorsement requests and all aspects of billing when applicable. You will also support producers by preparing summaries of insurance schedules and proposals as requested. Maintain follow up on active and overdue suspense and outstanding orders and correspondence in keeping with the established best practices. Maintain customer accounts in our agency automation system by documenting conversations in the activity log sending confirmations to insureds and filing all correspondence.
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Current Florida 2-20 or 20-44 license.
- Thorough understanding of High Value Personal Lines insurance underwriting carriers coverages rating procedures and industry operations to effectively manage maintain and write assigned clients and prospects.
- Ability to communicate professionally and effectively with clients carriers and prospects to explain complex issues receive and interpret information and respond appropriately.
- College degree desirable; or equivalent combination of education and experience
These additional qualifications are a plus but not required to apply:
- Working knowledge of Sagitta Agency Management System and ImageRight.
- Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact.
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed 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. Weve 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:
- Generous time off including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Stock purchase opportunities
To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
