MMA SE Birmingham Private Client Services Client Manager

Alabama Independent Insurance Agents, Inc.; Birmingham; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading insurance agency in Birmingham is seeking a Private Client Services Client Manager. The ideal candidate will be responsible for processing client documentation and assisting with coverage issues. Applicants should have extensive insurance experience, strong organizational skills, and excellent communication abilities. This role offers benefits such as medical insurance, a 401K plan, and professional development opportunities.

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)

Tuition reimbursement and professional development opportunities

Qualifications

• 4+ years of personal lines insurance experience.
• Must obtain Property & Casualty resident agents license within 90 days.
• Experience in managing client communications effectively.

Responsibilities

• Process evidence of property, binders, ID cards, invoicing, and endorsements.
• Maintain electronic files and manage account rounding.
• Assist clients with coverage issues and changes.

Skills

Customer service and relations

Organizational skills

Problem analysis

Excellent communication skills

Attention to detail

Education

High School, Associate Degree, Bachelors Degree

Tools

Microsoft Word

Excel

Outlook

Job description

MMA SE Birmingham Private Client Services Client Manager

MMA SE Birmingham 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/ ID cards
  • 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

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