Account Manager, Private Client Services

Marsh McLennan•Portland, OR

7d•Hybrid

About The Position

Account Manager - Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager here at MMA. 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). A day in the life: As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. You will become an integral part of this 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 2+ years spent working in Personal Lines, ideally in a brokerage environment
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 SalesForce, ImageRight, Epic or Sagita

Responsibilities

Act as the primary contact with the Producer and/or Client.
Place new business and cross sell as needed to maintain client’s insurance program.
Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program.
Manage all components of the renewal process for clients.
Create Acord applications, including Supplemental, as needed, for submissions to carriers.
Prepare proposals or summaries for renewal terms when requested.
Identify and resolve accounting discrepancies
Create requests for changes to client’s coverages
Process mail and phone requests on daily basis