Marsh McLennan Agency · 11 hours ago
Associate Account Manager - Personal Lines
Van Nuys, CA
Full-time
Onsite
Entry Level
$37K/yr - $68K/yr
1+ years expMarsh McLennan Agency is a leading provider of insurance solutions, and they are seeking an Associate Account Manager for their Personal Lines team. The role involves maintaining communication logs, creating correspondence, and accurately documenting client interactions while adhering to agency procedures.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Maintain and update the Communication Log daily
Ability to create transmittal letters and other correspondence letters, as necessary
Department scanning
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures
Qualification
Required
Strong written and verbal communication skills
Strong follow up skills
Results oriented
Sound problem solving skills
Consistent exercise of good judgment
Sense of urgency and time management
High integrity and work ethics
Ability to routinely work under pressure, meets deadlines
High attention-to-detail
Work independently and collaboratively with a team
High school diploma is required
Preferred
College Degree preferred
Current California Department of Insurance License
1 year of experience preferred
Proficient MS Office Suite (Word, Excel, Outlook)
Benefits
Generous time off
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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