Account Manager, Private Client Services

Marsh McLennanGreensboro, NC
Hybrid

About The Position

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 our 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.

Requirements

  • High School Diploma or equivalent required
  • Demonstrated knowledge of Personal Lines Insurance coverages with a minimum 3 years prior experience in customer service within the insurance industry
  • 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

Nice To Haves

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

Responsibilities

  • Developing and servicing new and existing accounts.
  • Serving as an advisor and consultant to clients.
  • Maintaining and retaining existing business.
  • Following up on referrals and rounding client accounts.

Benefits

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