Account Manager, Private Client Services

Marsh McLennan•Portland, OR

3d•Hybrid

About The Position

The Account Manager on Marsh McLennan Agency’s Private Client Services team provides a high professional standard of service while developing and managing an assigned book of accounts. The role advises clients, proactively contacts existing customers, identifies their needs, recommends suitable insurance products and coverage, and builds relationships with customers and carrier underwriters to support growth and retention. The position includes on-the-job training and ongoing support from management and team members. The Account Manager manages, retains, and grows accounts with minimal direction, using sound judgment and independent thinking. They assess customer needs, conduct front-end underwriting, match accounts with appropriate carriers, and prepare quotations, coverage comparisons, proposals, and recommendations. The role also manages customer communications, conflict resolution, compliance, documentation, and periodic coverage reviews, while overseeing administrative processing handled by associates and analysts. This is a hybrid role. The applicable base salary range is $54,700 to $101,900, with potential eligibility for performance-based incentives. The offered base pay depends on factors including experience, skills, training, location, certifications, and education.

Requirements

At least 5 years of insurance industry experience, including at least 3 years 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.
Proficiency with Microsoft Office products, including Word, Excel, and PowerPoint.
Exceptional time management and organizational skills, with strong attention to detail.

Nice To Haves

Bachelor’s degree in Risk Management, Business Management, Finance, or another relevant program.
Experience with Epic.
Associate in General Insurance designation.

Responsibilities

Manage, retain, and grow an assigned book of accounts, planning and carrying out daily responsibilities with minimal direction.
Maintain knowledge of carrier manuals, appetite, services, coverage forms, and products available from carrier partners.
Advise customers and prospects on insurance policies, products, and services for protecting their financial assets.
Conduct front-end underwriting to align accounts with the appropriate carrier and solutions for customers’ insurance needs.
Provide quotations, coverage summaries and comparisons, proposals, and recommendations.
Handle customer communications, conflict resolution, and compliance with customer deliverables.
Identify and implement solutions to customer or carrier conflicts, and inform the department director of problems.
Document customer communications in the agency management system and protect the confidentiality of customer documentation.
Conduct periodic coverage reviews to address customers’ new or changing insurance needs.
Inform customers about services available in other agency departments.
Oversee processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions performed by associates and analysts.