Account Manager - Private Client Services

Marsh McLennan
79d$53,400 - $99,400Remote

About The Position

About Marsh McLennan Agency Midwest 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. A day in the life. As our Account Manager, Private Client Services on our 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 handle 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

  • 2+ years Account Manager experience within an insurance brokerage, or comparable experience.
  • 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.
  • 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.
  • Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information.
  • Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively.
  • Works 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.
  • Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships.

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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Insurance Carriers and Related Activities

Education Level

Bachelor's degree

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