Client Manager – Private Client Services
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives 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 a Client Manager 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.
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.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Education Requirement: 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.
These additional qualifications are a plus, but not required to apply:
- College degree
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We 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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The applicable base salary range for this role is $54,700 to $101,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
