MMA SE Private Client Services Client Manager

As a Private Client Services Client Manager
, you will:

• Be responsible for all steps in the processing of:
  • Evidence of Property/Binders/
  • 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

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 4+ years of personal lines 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 resident agents license or obtain within 90 days

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.

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:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Employee networking groups
• Tuition reimbursement and professional development opportunities

Education Level :
High School, Associate Degree, Bachelors Degree

Experience Level :
Mid to Senior Level

Job Function :
Marketing, Customer Service, General