Private Client Services Client Manager

Company Overview

Marsh McLennan Agency (MMA) is an award‑winning, inclusive, Top Workplace culture that thrives on the hard work of extraordinary people. With more than 11,000 talent, we deliver purposeful work and meaningful impact every day. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities across 200 offices in 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 and have the ability to commute to the office at least three days per week.

• 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.

• 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.

• 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).

• Career mobility.

• Employee networking groups.

• Tuition reimbursement and professional development opportunities.

• Charitable contribution match programs.

• Stock purchase opportunities.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.