Account Manager - Private Client Services
About The Position
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. 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
