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- Tasks: Manage client accounts, handle invoicing, and assist with coverage issues.
- Company: Join a supportive team at MMA SE Birmingham, focused on client success.
- Benefits: Enjoy medical insurance, 401K matching, generous PTO, and tuition reimbursement.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: 4+ years in personal lines insurance and strong communication skills.
- Other info: Dynamic workplace with opportunities for professional and personal development.
The predicted salary is between 36000 - 60000 £ per year.
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 assist clients with coverage issues and changes
- Manage limited new business sales
- Manage the marketing process
- Follow up and handle aged receivables
- Conduct verbal and written correspondence with clients, carriers, and mortgage companies
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 agent's license or obtain within 90 days
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, Bachelor's Degree
Experience Level: Mid to Senior Level
Job Function: Marketing, Customer Service, General
MMA SE Birmingham Private Client Services Client Manager employer: Alabama Independent Insurance Agents, Inc.
Contact Detail:
Alabama Independent Insurance Agents, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MMA SE Birmingham Private Client Services Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at MMA SE. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by researching MMA SE and their Private Client Services. Show us you’re genuinely interested by discussing how your experience aligns with their needs during the conversation.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent verbal and written abilities, consider doing mock interviews with friends or family to polish your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re keen on joining our team!
We think you need these skills to ace MMA SE Birmingham Private Client Services Client Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in personal lines insurance. We want to see how your skills match the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. We love a well-structured application that reflects your ability to communicate effectively, so proofread it before hitting send!
Highlight Your Organisational Skills: We’re looking for someone who can juggle multiple tasks with ease. In your application, give examples of how you’ve managed various responsibilities in the past. This will show us you’re detail-oriented and ready to take on the challenge!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Alabama Independent Insurance Agents, Inc.
✨Know Your Stuff
Make sure you brush up on personal lines insurance and the specific responsibilities of a Private Client Services Client Manager. Familiarise yourself with common coverage issues and how to address them, as well as the tools you'll be using like the Agency Management System.
✨Showcase Your Communication Skills
Since excellent written and verbal communication is key for this role, prepare examples of how you've effectively communicated with clients or resolved issues in the past. Practise articulating your thoughts clearly and confidently.
✨Demonstrate Organisational Prowess
Be ready to discuss how you manage multiple tasks and maintain attention to detail. Share specific strategies or tools you use to stay organised, especially when handling invoicing, endorsements, and client correspondence.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
