Associate Account Manager - Personal Lines

Description
ASSOCIATE ACCOUNT MANAGER

Department: Personal Lines
Status: Non-Exempt
Employee Type: Full Time
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 9,000 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 Associate Account Manager at Momentous Insurance, A Marsh McLennan Agency.

Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 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
As our Associate Account Manager on the Personal Lines team, you’ll be responsible for the following:

Maintain and update the Communication Log daily.

Ability to create transmittal letters and other correspondence letters, as necessary.

Department scanning.

Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.

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

Strong written and verbal communication skills

Strong follow up skills

Results oriented

Sound problem solving skills

Consistent exercise of good judgment

Sense of urgency and time management

High integrity and work ethics

Ability to routinely work under pressure, meets deadlines

High attention-to-detail

Work independently and collaboratively with a team

These additional qualifications are a plus, but not required to apply:

College Degree preferred (high school diploma is required)

Current California Department of Insurance License

1 year of experience preferred

Proficient MS Office Suite (Word, Excel, Outlook)

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.

Work environment & physical demands

Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.

Work is performed in a typical interior/office work environment.

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

Tuition reimbursement and professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

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