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Civil Search
San Antonio, TX, United States
Title: Client Manager - Private Development Employer Size: 40 - 100 Employees Client Types: Private Developers of commercial, industrial, and residential projects Responsibilities: Serve as client's point of contact for new project inquiries, developing scopes and budgets, project management, and delivery Develop new private development cli
Job Source: Civil SearchBank of America
San Antonio
Private Client Advisor II San Antonio, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driv
Job Source: Bank of AmericaBDO USA
San Antonio, TX, United States
Tax Managing Director, Private Client Services Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people w
Job Source: BDO USAThrive Skilled Pediatric Care LLC
San Antonio
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these
Job Source: Thrive Skilled Pediatric Care LLCThrive Skilled Pediatric Care LLC
San Antonio
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these
Job Source: Thrive Skilled Pediatric Care LLCPwC
San Antonio
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help im
Job Source: PwCSS&C Technologies
San Antonio, TX, United States
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare o
Job Source: SS&C TechnologiesProfessional Enrollment Concepts, INC
San Antonio, TX, United States
Overview Professional Enrollment Concepts (PEC) has an exciting career opportunity for an Account Manager in our San Antonio office. The Account Manager serves as primary contact for multiple clients and is responsible for conducting conference calls, responding to client inquiries in a timely manner, and managing client expectations. Professiona
Job Source: Professional Enrollment Concepts, INCSan Antonio, TX, United States
JOB TITLE: Private Client Account Manager
JOB TYPE: FLSA Non-Exempt
REPORTS TO: Director of Client Services – Property & Casualty/Business Insurance
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Update Agency Systems (Sagitta, ImageRight) and conduct data entry with new or revised client information and policy data as directed & and as required by guidelines of minimum standards of Sagitta data entry.
Process Daily Reports each day
Process Download (Rotates among Account Managers)
Work Download each day for assigned Account Executive
Process documents necessary to maintain the Client Insurance Program. These duties include but not limited to:
Generate Pre Renewal Survey for all Mid-Market Accounts utilizing Template Letter in Sagitta. Letters must be mailed by the end of the first full week each month to that month 90 days in the future.
Generate Pre Renewal Survey for VIP accounts as directed by Account Executive
Issues New Business Policies upon receiving order (Binder, ID Cards)
Prepare New Business Proposals (utilizing Excel Template)
Prepare Renewal Proposals (utilizing SAGITTA FORM DOCUMENTS)
Prepare Policy Checking documents
Process Endorsements
Process Id cards
Prepare binders
Schedules of Insurance
Lost policy releases
Other functions as delegated by Account Executive or Director Client Services
Technical Expertise
Demonstrate Technical expertise by Quoting New Business, Renewals and Remarkets as directed by the Account Executive
Utilize SilverPlume and/or individual Insurance carrier web sites such as Travelers, Republic, Kemper, Safeco, Progressive, State Auto, Allied, Cincinnati, Chubb, AIG and PURE
Order appropriate reports as directed by the Account Manager
Adheres to Department workflows as documented under Best Practices New Business Workflows
Endorsement Workflows
Renewal Workflows
Complete Kaplan Correspondence courses for major lines of business H.O., Auto, PAF & Watercraft, Umbrella. Carrier courses in Flood.
Initiate certification in the TIIA and/or CISR before beginning CIC, API, etc.
Teamwork
Actively function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
Participates in seminars and other training to maintain required licenses and for knowledge and skill development.
Treat clients, prospects, and company employees with courtesy and respect and contribute to a company team approach toward meeting goals and providing excellent client service.
At direction of Director, Client Services or Manager, Client Services personally oversee the process of assigned client renewals as outlined in the renewal timeline. Survey preparation and analysis,
Interaction with client in gathering of any missing information
Presentation and negotiation of renewal conditions with the carrier(s)
Preparation of client proposal and participation in/presentation of proposal to client, updating of any changes necessitated in presentation with appropriate updating to the affected carriers, review of binder if appropriate, invoicing
Policy review and checking of policy for delivery to client
Performs other duties as assigned by the Vice President of Client Services or Client Service Manager.
REQUIREMENTS:
Education: College Degree, preferred
12 to 18 months insurance industry experience preferred
Ideal candidate has performed significant portion of above tasks or similar activities for 24-36 months
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies
Willing to work overtime due to cyclical nature of business, as needed.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .
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Email Alert for Private Client Assistant Account Manager jobs in San Antonio, TX, United States
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