Account Manager, Private Client Services

Marsh McLennan•Portland, OR

5d•$54,700 - $101,900•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 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 McLennan (NYSE: MMC). Account Managers for Private Client Services (PCS) at Marsh McLennan Agency provide a high, professional standard of service to customers in their overall development and management of an assigned book of accounts. Serving as an advisor to clients, Account Managers consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts. In this role, you would be an integral part of the PCS team, receiving on the job training and on-going support from management and team members.

Requirements

5+ years of insurance industry experience with at least 3+ years spent working in Personal Lines, ideally in a brokerage environment
Strong working knowledge of personal insurance coverages
Active Property and Casualty insurance license
Effective oral and written communication and relationship building skills essential
Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Exceptional time management and organization skills as well as strong attention to detail

Nice To Haves

Bachelor’s Degree in Risk Management, Business Management, Finance or other relevant program
Experience with Epic
Associate in General Insurance designation

Responsibilities

Manage, retain, and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinking
Possess knowledge of carrier manuals, appetite, services, and coverage forms/products available from each of our carrier partners
Advise customers/prospects on the insurance policies/products/services available for protecting their financial assets
Responsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer’s/prospect’s insurance needs
Provide quotations, coverage summaries/comparisons, proposals and recommendations proposed
Responsible for all customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise and informing the department director of any problems.
Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
Provide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agency
Oversee the processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts