Client Manager - Private Client Services

Marsh McLennan

1d • 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, helps clients with their insurance needs, and collaborates with team members to advance agency goals.

Requirements

• High school diploma or equivalent.
• Strong attention to detail and excellent organizational and time management skills.
• 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.
• Self-starter and problem solver.
• Property/Casualty license, or ability to attain one.

Nice To Haves

• 3+ 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 and professional development opportunities.
• Hybrid work arrangement.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Robust benefits programs and resources.
• Personal and professional development opportunities.

What This Job Offers

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