Client Manager - Private Client Services

Marsh McLennan • Sioux Falls, SD

2d • Hybrid

About The Position

The Client Manager on the Private Client Services team manages client accounts, ensures timely service delivery, and enhances customer satisfaction. The role coordinates the marketing process, prepares proposals, binds coverage, and maintains accurate policy documentation. It also provides administrative support, assists clients with insurance needs, and collaborates with team members to support agency goals.

Requirements

• High school diploma or equivalent.
• Excellent organizational and time-management skills, with attention to detail.
• Good interpersonal skills and a high sense of urgency.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to work under pressure and multitask.
• Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy internal and external relationships.
• Strong analytical skills, including the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.
• Ability to work as a self-starter and problem solver.
• Property/Casualty license, or ability to attain one.

Nice To Haves

• Three or more years of experience in customer service, underwriting, or private client/personal lines insurance for a carrier or broker.
• Familiarity with insurance company markets, binding authority, and underwriting guidelines.

Responsibilities

• Manage client accounts and ensure timely service delivery.
• Enhance customer satisfaction.
• Coordinate the marketing process.
• Prepare proposals and bind coverage.
• Maintain accurate policy documentation.
• Provide administrative support.
• Assist clients with their insurance needs.
• Collaborate with team members to drive agency goals.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement.
• Professional development opportunities.
• Hybrid work arrangement.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

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