Account Manager - Private Client Services

Marsh McLennan • Chicago, IL

11d • Hybrid

About The Position

About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our personal lines Account Manager on the private client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll work with high-net-worth clients handling client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client needs are met efficiently. Our future colleague. We’d love to meet you if your professional track record includes these skills: 3+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication. Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy. Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience. Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients. Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One. Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate These additional qualifications are a plus, but not required to apply: BS/BA in Business, Insurance or related field CPCU, ARM, CEBS or other professional designation related to discipline Experience working with agency management systems, EPIC agency system experience preferred Proficient skill level in Microsoft Office Suite We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office, based on your discretion and schedule Start with 20 days of paid time off A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards All the nitro cold brew coffee and sparkling water you can drink A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma_midwest/ https://www.facebook.com/MMAMidwest https://x.com/MarshMMAMidwest https://www.linkedin.com/company/marsh-mclennan-agency #MMAMW #LI-Hybrid The applicable base salary range for this role is $53,400 to $99,400. 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. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Requirements

• 3+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience
• Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication.
• Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy.
• Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement
• Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience.
• Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients.
• Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One.
• Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate

Nice To Haves

• BS/BA in Business, Insurance or related field
• CPCU, ARM, CEBS or other professional designation related to discipline
• Experience working with agency management systems, EPIC agency system experience preferred
• Proficient skill level in Microsoft Office Suite

Responsibilities

• Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication.
• Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy.
• Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement
• Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience.
• Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients.
• Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One.

Benefits

• Medical, dental, vision, 401K benefits and more
• The flexibility to work at home or an office, based on your discretion and schedule
• Start with 20 days of paid time off
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees