Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Services Account Associate

Dormont Manufacturing Company

Company Description 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 11,000 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 a Private Client Services Account Associate at Marsh McLennan Agency (MMA). 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 McLennan (NYSE: MMC). Applicants must be within driving distance to our Columbus, GA office to be considered for this role and have the ability to commute to the office five days per week. A day in the life. As a Private Client Services Account Associate you will: Processing various documents such as Evidence of Property, Binders, ID cards, and invoices. Handling applications, endorsements, cancellations, and reinstatements. Assisting clients with coverage issues and changes. Maintaining electronic files and assisting with the rating and new business processes. Processing transactions on different insurance company websites. Sending Renewal Brochures to clients annually as needed. Engaging in verbal and written correspondence with clients, insurance carriers, and mortgage companies. Our future colleague. We’d love to meet you if your professional track record includes these skills: High School Diploma required, Bachelor’s Degree preferred Previous experience in Personal Lines is advantageous but not mandatory. Strong organizational skills and proven customer service abilities. Capability to research and analyze problems independently. Excellent written and verbal communication skills. Ability to multitask and pay attention to detail. Proficiency in Microsoft Word, Excel, and Outlook. A commitment to accuracy and the ability to learn the Agency Management System and Imaging System. Must have Property & Casualty resident agents license or obtain within 90 days of employment. Alignment with company values such as Integrity, Collaboration, Passion, Innovation, and 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. 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: 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 Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Services Account Associate in Raleigh, NC vacancy
  •  ...Business Insurance Sr. Account Associate Marsh McLennan Agency (MMA) is a leading professional services firm offering business insurance, employee health & benefits, retirement, and private client insurance solutions. We are looking for a Business Insurance Senior Account... 
    Private client
    Work at office

    Dormont Manufacturing Company

    Raleigh, NC
    3 days ago
  •  ...seeking a highly organized, driven, and customer-focused Key Accounts Associate to help manage and protect our most important customer...  ...major accounts organized, informed, and supported through daily service coordination, communication, quote follow-up, and issue resolution... 
    Suggested
    Work at office
    Day shift

    Pro-Serv Food Equipment

    Raleigh, NC
    5 days ago
  •  ...who thrives in the rule‑oriented world of accounting? Is organizing financial data a passion,...  ...who is eager to grow within a dynamic, client‑focused organization. Primary...  ..., experienced colleagues to deliver our services. Demonstrate a strong affinity in financial... 
    Suggested
    Local area
    Flexible hours

    Cerity Partners

    Raleigh, NC
    4 days ago
  •  ...organization operating across real estate, orthodontics, consulting, aviation, firearms, marketing and other industries. This Staff Accountant role will support and strengthen our accounting operations as we continue to expand. This is an opportunity to join a small, high... 
    Suggested
    Work experience placement

    Go Media

    Raleigh, NC
    6 hours ago
  • $50k - $60k

     ...Job Description: Title: Senior Account Associate - Commercial Lines Supporting: Longwood...  ...: Provide administrative and customer service support to the account team, Producer,...  ...Track policy expirations for existing clients, ensuring renewals are processed accurately... 
    Suggested
    Contract work
    Remote work

    Insurance Office of America

    Raleigh, NC
    3 days ago
  •  ...workplace, we’d love to have you on our team. Role Description As Account Associate - State Farm Agent Team Member for Brian Hicks - State Farm...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... 
    Work at office
    Local area
    Flexible hours

    Brian Hicks - State Farm Agent

    Garner, NC
    3 days ago
  • $50k - $70k

     ...win and achieve results, please consider joining our team. Account Associate As an Account Associate for Mary Wilson State Farm, you...  ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... 
    For contractors
    Work at office

    Mary Wilson - State Farm Agent

    Raleigh, NC
    5 days ago
  • $50k - $60k

     ...Senior Account Associate - Commercial Lines Location: Longwood, FL. Hybrid preferred: 2 days in...  ...Role Provide administrative and customer service support to the account team, Producer,...  ...Track policy expirations for existing clients, ensuring renewals are processed accurately... 
    Contract work
    Remote work

    Insurance Office of America

    Cary, NC
    4 days ago
  • $42k - $60k

     ...Account Associate - State Farm Agent Team Member Full Time in Cary, NC Replies within 24 hours...  ...You grow our agency through meaningful client relations and acting as a liaison between...  ...proactively marketing relevant products and services. Grow your career as you better your... 
    Full time
    Work at office
    Flexible hours

    Insurance Agent Vincent Boone

    Cary, NC
    4 days ago
  •  ...Description Carolina Small Business Development Fund, Raleigh, NC Accounting Associate (Hybrid Role) - Non-Exempt _______________________________...  ...in underserved communities by providing capital, business services, and policy research to support small businesses. CSBDF... 
    Weekly pay
    Temporary work
    Work at office

    CSBDF

    Raleigh, NC
    20 days ago
  • $40k - $50k

    Job Description Job Description Benefits: ~401(k) ~ Bonus based on performance ~ Company parties ~ Competitive salary ~ Dental insurance ~ Free food & snacks ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development...
    Work at office
    Monday to Friday

    Carmen Ritz - State Farm Agent

    Raleigh, NC
    25 days ago
  •  ...Job Title: Tax Partner – Private Client Services NO-PE About the Opportunity We are seeking an experienced and entrepreneurial Tax Partner...  ...to join a nationally recognized and rapidly growing public accounting and advisory firm. This leadership role sits within the Private... 
    Private client
    Private practice

    Search Masters

    Raleigh, NC
    4 days ago
  •  ...connected, team-focused office. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Morgan Hedderich - State...  ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... 
    Work at office
    Local area
    Flexible hours

    Morgan Hedderich - State Farm Agent

    Cary, NC
    24 days ago
  • $110k - $215k

     ...Growth and delivering for our clients, teammates, communities and...  ...needs and the full array of Private Bank’s capabilities, establishing...  ...or equivalent financial services/business experience Excellent...  ...Referral Management Underwriting Account Management Attention to... 
    Private client
    Work at office
    Shift work
    Day shift

    Dormont Manufacturing Company

    Raleigh, NC
    3 days ago
  •  ...Location 733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor’s focus will be on our Mass Affluent client base with planning...  .... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions... 
    Private client
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Dormont Manufacturing Company

    Raleigh, NC
    3 days ago
  • $45k - $65k

     ...Independent Insurance Agent Servicing, retention, and rounding of personal insurance accounts. Responsible for all service-related activities within the book of...  ...The candidate will work directly with producers, clients, and prospects to ensure comprehensive coverage according... 
    Private client
    Work at office

    Independent Insurance Agents of North Carolina

    Raleigh, NC
    4 days ago
  •  ...Job Description: This role provides client service support to multiple Financial Advisors, ensuring service excellence and operating within...  ...Professional verbal and written communication skills Skills Account Management Client Management Customer and Client Focus Issue... 
    Private client
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Raleigh, NC
    6 hours ago
  •  ...Senior Client Account Executive, Employee Health & Benefits Award-winning, inclusive, Top...  ...employee health & benefits, retirement, and private client insurance solutions to...  ...North America, we combine the personalized service model of a local consultant with the global... 
    Private client
    Work at office
    Local area
    Flexible hours
    Night shift

    Oliver Wyman, LLC

    Raleigh, NC
    5 days ago
  •  ...Carolina-based, full-service construction firm focused...  ...with an emphasis on client service, community...  ...delivery methods for both private- and public-sector...  ..., and professional associations to maintain brand visibility...  ...teams, fostering accountability, strong client... 
    Private client
    Full time
    Contract work
    Work at office
    Local area
    Shift work

    Holt Brothers Inc

    Raleigh, NC
    1 day ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a... 
    Private client

    Chase

    Raleigh, NC
    2 days ago
  • $130k - $180k

     ...Client Overview Our client is a well-established and growing professional services firm that provides accounting, tax, consulting, and advisory solutions to businesses and individuals. The organization is known for a collaborative culture, commitment to employee development... 
    Local area

    Atrium

    Raleigh, NC
    1 day ago
  •  ...Senior Tax Associate Are you a tax professional who enjoys the challenge of...  ...and values delivering exceptional service to high-net-worth clients? If so, you may be a great fit for...  ...Bachelor's Degree required. (Finance or Accounting majors preferred) ~ Proficiency... 
    Work experience placement

    Cerity Partners

    Raleigh, NC
    2 days ago
  • $45.43k - $61.14k

    ## Accounting SpecialistApplylocations: Wake County, NCtime type: Full timeposted on: Posted...  ...*Agency**Dept of Agriculture , Consumer Services**Division**Agriculture Consumer Service*...  ...accredited institution; or Associate’s degree in accounting from an appropriately... 
    Bank staff

    Ncagr

    Raleigh, NC
    3 days ago
  •  ...capabilities that allow advisors to focus on client relationships, financial planning, and...  ...team. Position Overview The Payroll & Accounting Specialist is responsible for supporting...  ..., confidentiality, and exceptional service to employees, advisors, and vendors. Banking... 
    Full time
    Work at office
    Remote work

    The Pelora Group

    Raleigh, NC
    4 days ago
  • $31.25 - $36 per hour

     ...Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States....  ...growing company. We are currently searching for Senior Property Accountants for our Corporate office. Essential Duties and... 
    Temporary work
    Work experience placement
    Work at office

    Envolve Inc

    Raleigh, NC
    3 days ago
  •  ...Agency Description: Strategic Client Executive, Rx Solutions Our...  ...& benefits, retirement, and private client insurance solutions to...  ...we combine the personalized service model of a local consultant with...  ...Focus and experience with major accounts and a strong understanding of... 
    Private client
    Permanent employment
    Local area
    Night shift

    Dormont Manufacturing Company

    Raleigh, NC
    3 days ago
  •  ...product innovation providing customers with measurable process optimization, unmatched scalability, and overall cost savings. With full-service on-site manufacturing, custom packaging, kitting, fulfillment, and global logistics, our technology, products, and services provide... 
    Contract work
    Work experience placement
    Work at office
    Remote work

    Spectrum Intermediate Llc

    Raleigh, NC
    7 days ago
  •  ...requirements. Prepare and analyze schedules for accounts receivable and unbilled receivables. Collection follow...  ...across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while... 
    Full time
    Contract work
    Part time
    Local area
    Immediate start
    Remote work
    Flexible hours

    Serco

    Raleigh, NC
    6 hours ago
  •  ...Assistant Account Executive Division-D is an omnichannel digital media partner serving both agencies and brands. We provide a full-service approach for our clients executing strategic media campaigns across a variety of digital channels with highly advanced audience... 
    Work experience placement
    Internship
    Work at office
    Flexible hours

    Division-d

    Raleigh, NC
    6 days ago
  • $50k - $90k

     ...Insurance Account Position - State Farm Agent Team Member Join to...  ...market appropriate products and services. Work with the agent to...  ...87,000.00 1 week ago Account Associate - State Farm Agent Team Member...  ...Assistant| Raleigh Country Club Client Service Manager - Personal Insurance... 
    Full time
    Temporary work
    Part time
    For contractors
    Flexible hours

    State Farm Agent

    Raleigh, NC
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Services Account Associate. Be the first to apply!