Private Client Services Senior Client Manager

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

Applicants must be within driving distance to our Ridgeland, MS office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

Responsibilities

• Service, maintain and grow a current book of business including sales and service of organic new business.
• Ensure commissions and other financial transactions are accurately reflected and balanced across accounts.
• 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 the internal team.
• 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.
• Provide professional and effective assistance to clients regarding coverage options, policy changes, and coverage issues.
• Clarify policy details and resolve coverage concerns for both clients and the internal team.
• 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.
• Stay current on industry developments, including updates to rates, insurance forms, and coverage options, to provide accurate advice and ensure compliance with evolving standards.
• Provide general administrative support as needed, including scheduling, data entry, and assisting team members with various tasks to ensure efficient office operations.
• Build and maintain a good working relationship with marketing representatives, adjustors, and underwriters.
• Stay current and up to date with Marsh compliance rules and regulations.
• Attend outside functions such as Chamber of Commerce meetings or luncheons within the community, as needed.

Requirements

• Bachelor’s degree in finance, business, or a related field; advanced degree or professional certifications (e.g., CFP, CFA) preferred.
• Minimum of 7+ years of independent agency insurance experience.
• Excellent organizational skills.
• Proven customer service skills.
• Ability to multitask and be detail-oriented.
• Able to research and analyze problems independently.
• Strong understanding of insurance products and services.
• Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
• Proficient with Microsoft Word, Excel, and Outlook.
• Demonstrated ability to lead and mentor team members.
• A shared commitment to company values: Integrity, Collaboration, Passion, Innovation, Accountability.

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.

Benefits

• 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