Private Client Services Client Manager

Marsh McLennan•Carrollton, TX

1d•Onsite

About The Position

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 (NYSE: MRSH). Applicants must be within driving distance to our Carrollton, GA 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 an Private Client Services Client Manager, you will:

Requirements

High School Diploma required and Bachelor’s degree preferred
4+ years of 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 license
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

Responsibilities

Oversee and execute all steps involved in the processing of various insurance-related documents, including evidence of property, binders, and identification cards, ensuring accuracy, completeness, and timely submission.
Prepare, review, and manage invoices related to insurance policies and services. Maintain accurate financial records and reconcile accounts to ensure proper billing and accounting practices.
Review and process policy endorsements, ensuring that changes to coverage, terms, or conditions are accurately documented and communicated to clients and carriers.
Assist clients and internal teams in completing and processing insurance applications, verifying information, and ensuring compliance with underwriting requirements.
Maintain organized and up-to-date electronic files and records for all client policies, correspondence, and documentation, adhering to company policies and regulatory standards.
Perform account rounding activities to ensure commissions, and other financial transactions are accurately reflected and balanced across accounts.
Provide professional and effective assistance to clients regarding coverage options, policy changes, and coverage issues. Act as a point of contact to clarify policy details and resolve coverage concerns.
Support the new business acquisition process by assisting with quote preparation, client communication, and documentation, contributing to the growth of the agency’s client portfolio.
Manage and coordinate the marketing process for existing and prospective clients, including the development of marketing materials, proposal preparation, and communication with insurance carriers to secure competitive quotes.
Monitor and follow up on aged receivables to ensure timely collection of outstanding agency billed payments. Implement collection strategies and communicate with clients and internal teams to resolve overdue accounts.
Maintain professional verbal and written correspondence with clients, insurance carriers, mortgage companies, and other stakeholders to facilitate smooth communication, resolve issues, and ensure client satisfaction.
Provide general administrative support as needed, including scheduling, data entry, and assisting team members with various tasks to ensure efficient office operations.