Client Manager - Private Client Services
About The Position
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). The Private Client Manager will work with Producers and other Private Client Service Representatives for operations support and is responsible for servicing and retaining an existing book of personal lines clients You will also assist with marketing and replacement of new and renewal business through reviewing renewal policies and endorsements, preparing renewal summaries and letters, and quoting accounts with various insurance companies.
Requirements
- High school diploma or equivalent
- Extensive knowledge of personal insurance industry (carrier, agency) laws, products, coverage’s and markets is essential.
- Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines.
- Excellent communication skills to effectively service customers.
- Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts.
- Ability to negotiate quotations with underwriters and evaluate the clients’ needs.
- Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines.
Nice To Haves
- College degree
Responsibilities
- servicing and retaining an existing book of personal lines clients
- assisting with marketing and replacement of new and renewal business through reviewing renewal policies and endorsements
- preparing renewal summaries and letters
- quoting accounts with various insurance companies
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- health and welfare benefits
- 401K savings and other retirement programs as well as employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
