Account Manager, Private Client Services (Personal Insurance)

Marsh McLennan • Richmond, VA

3d

About The Position

As an Account Manager on the Private Client Services team at Marsh McLennan Agency, you will develop and service new and existing personal insurance accounts. You will advise and consult with clients, maintain and retain existing business, follow up on referrals, and round client accounts. The role calls for strong customer service, organization, time management, attention to detail, and the ability to work independently. The position may be eligible for performance-based incentives and includes a competitive total rewards package.

Requirements

• High school diploma or equivalent.
• At least 3 years of prior customer service experience within the insurance industry.
• Demonstrated knowledge of Personal Lines Insurance coverages.
• Experience with admitted and non-admitted markets and all private client (personal lines) policy types.
• P&C Insurance License, or ability to obtain one within 90 days.
• Permanent and ongoing U.S. work authorization without the need for sponsorship now or in the future.
• Superb customer service skills and ability to work independently.
• Exceptional time management and organization skills.
• Self-starter with demonstrated resourcefulness.
• Proficiency with Microsoft Office Suite, including advanced proficiency in Excel.
• Exceptional attention to detail.

Nice To Haves

• Associate or bachelor's degree preferred.
• Experience using Sagitta, ImageRight, and EPIC preferred.

Responsibilities

• Develop and service new and existing accounts.
• Serve as an advisor and consultant to clients.
• Maintain and retain existing business.
• Follow up on referrals and round client accounts.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits.
• 401K savings and other retirement programs.
• Employee assistance programs.
• May be eligible for performance-based incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED