Account Manager, Private Client Services

1 week ago


Portland, United States Marsh McLennan Full time

Account Manager - Private Client ServicesAward-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager here at MMA.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).A day in the life:As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. You will become an integral part of this team, receiving on the job training and on-going support from management and team members.We will count on you to:Act as the primary contact with the Producer and/or Client.Place new business and cross sell as needed to maintain client's insurance program.Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client's insurance program.Manage all components of the renewal process for clients.Create Acord applications, including Supplemental, as needed, for submissions to carriers.Prepare proposals or summaries for renewal terms when requested.Identify and resolve accounting discrepanciesCreate requests for changes to client's coveragesProcess mail and phone requests on daily basisOur future colleague:5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environmentActive Property and Casualty insurance licenseEffective oral and written communication and relationship building skills essentialProficiency with Microsoft Office products, including Word, Excel and PowerPointExceptional time management and organization skills as well as strong attention to detailThese additional qualifications are a plus, but not required to apply:Bachelor's Degree in Risk Management, Business Management, Finance or other relevant programExperience with SalesForce, ImageRight, Epic or SagitaWe know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.Valuable benefits:Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunitiesWe embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.



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