Account Manager, Private Client Services

About the role

The role of Account Manager within Private Client Services (PCS) at Marsh McLennan Agency (MMA) involves developing and servicing new and existing Private Client Group accounts. This position requires strong interpersonal skills, insurance industry experience, and the ability to manage client relationships effectively.

Responsibilities

• Act as the primary contact with the Producer and/or Client.
• Place new business and cross-sell as needed to maintain client's insurance program.
• Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client's insurance program.
• Manage all components of the renewal process for clients.
• Create Acord applications, including Supplemental, as needed, for submissions to carriers.
• Prepare proposals or summaries for renewal terms when requested.
• Identify and resolve accounting discrepancies.
• Create requests for changes to client's coverages.
• Process mail and phone requests on a daily basis.

Requirements

• 5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environment.
• Active Property and Casualty insurance license.
• Effective oral and written communication and relationship building skills.
• Proficiency with Microsoft Office products, including Word, Excel, and PowerPoint.
• Exceptional time management and organization skills as well as strong attention to detail.

Qualifications

• Bachelor’s Degree in Risk Management, Business Management, Finance, or other relevant program.
• Experience with SalesForce, ImageRight, Epic, or Sagita (plus).

Skills

• Strong interpersonal and communication skills.
• Ability to build and maintain strong client relationships.
• Knowledge of insurance policies and procedures.
• Proficiency with Microsoft Office tools.

Benefits

• Generous time off, including personal and volunteering leave.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangement.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

The applicable base salary range for this role is $54,700 to $101,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

This role offers a hybrid schedule, combining remote and in-office work options.