Account Manager - Private Client Services

Marsh • Schaumburg, IL

60d • Hybrid

About The Position

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.

Requirements

• 3+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience
• 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
• A company-wide mentality that you can never appreciate your co-workers too much

What This Job Offers

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