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MMA-SE Region BHM PCS Account Manager

Location: Birmingham, Alabama, United States

Company: Marsh & McLennan Agency

Job ID R_080519-en

JOB TITLE:                      Private Client Services Account Manager

DIVISION:                        Birmingham, Alabama

AVAILABILITY:               Immediately

The main goal and function of a Private Client Services 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. 

Areas of responsibilities include, but are not limited 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

Qualifications:

  • 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
  • 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
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