Account Manager Assistant -Personal Lines Position Available In Palm Beach, Florida
Tallo's Job Summary: As a Personal Lines Account Manager Assistant at Marsh McLennan Agency, you will provide essential support to the Account Management team by processing carrier endorsements, claim follow-ups, and client ID cards. Requirements include a high school diploma, a 4-40 Florida insurance license, and proficiency in MS Office. Additional qualifications such as insurance agency experience and higher education are beneficial but not mandatory. The position offers generous benefits, flexible work options, and opportunities for professional development.
Job Description
Account Manager Assistant -Personal Lines
Opened Recently
This job is available in 4 locations See allCategory Customer ServicesJob Id R_306143
Personal Lines Account Manager Assistant
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. 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 make your mark as a Personal Lines Account Manager Assistant 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 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 McLennan (
NYSE:
MMC).
A Day in the Life
This position is a hybrid role out of our regional office location(s), and may require additional in-person meetings on-site at our office location(s).
The Personal Lines Account Manager Assistant provides support to the Account Management team with assistance in various duties, such as processing carrier endorsements, carrier cancellations, claim follow up, email distribution from department inbox, download reports, client ID cards, mortgage evidence of insurance, etc.
As our Account Manager Assistant on the Personal Lines Insurance team, you’ll take part in
Process day-to-day requests received from internal and external clients.
Process policy change requests/endorsements such as adding vehicles, adding mortgagee clauses and additional insureds as a result of the certificate requests
Update agency management system when required by specific task of the change (non-download items).
Assist with the timely renewals and processing of policies
Facilitating with answering internal phone calls
Provide administrative support while handling front desk responsibilities including greeting visitors, managing phone calls and maintaining a welcoming office environment
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
High school diploma or equivalent
4-40 Florida insurance license required within 90 days of hire
Proficiency with MS Office, including Excel
Excellent customer service skills
These additional qualifications are a plus, but not required to apply:
At least one year of insurance agency experience
Bachelor’s degree or higher
Active and Current 2-20 insurance license
Experience with EPIC, Sagitta, and Image Right
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d 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. We’ve 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
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Competitive compensation
Entrepreneurial leadership
Unmatched, scalable resources
Committed to core values
Inclusive culture