Account Manager, Private Client Services (Personal Insurance)

About the role

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 (NYSE: MRSH).

As an Account Manager on the Private Client Services team, you'll be responsible for developing and servicing new and existing accounts. Serving as an advisor and consultant to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts.

Responsibilities

• Develop and service new and existing private client accounts
• Serve as an advisor and consultant to clients
• Maintain and retain existing business
• Follow up on referrals
• Round client accounts

Requirements

• High School Diploma or equivalent
• Minimum 3 years prior experience in customer service within the insurance industry
• Demonstrated knowledge of Personal Lines Insurance coverages
• Experience with both admitted and non-admitted markets, as well as all private client (personal lines) policy types
• P&C Insurance License (or ability to obtain within 90 days)
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
• Superb customer service skills and ability to work independently
• Exceptional time management and organization skills
• Self-starter with demonstrated resourcefulness
• Proficiency with Microsoft Office Suite, with advanced proficiency in Excel
• Exceptional attention to detail

Preferred Qualifications

• Associates or Bachelor's degree
• Experience using Sagitta, ImageRight and EPIC

Benefits

• Generous time off, including personal and volunteering
• 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

Pay

The applicable base salary range for this role is $64,700 to $120,400. 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.