Account Manager, Private Client Services
Indexed description
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 (NYSE: MRSH).
A day in the life.
As our Account Manager on the Private Client Services team, you’ll be responsible for developing and servicing new and existing accounts. Serving as an advisor and consultant to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. Successful candidates will have:
- Superb customer service skills and ability to work independently.
- Exceptional time management and organization skills.
- Self-starter with demonstrated resourcefulness
- Proficiency with Microsoft Office Suite, with advanced proficiency in Excel.
- Exceptional Attention to Detail
- High School Diploma or equivalent required
- Demonstrated knowledge of Personal Lines Insurance coverages with a minimum 3 years prior experience in customer service within the insurance industry
- Experience with both admitted and non-admitted markets, as well as all private client (personal lines) policy types.
- P&C Insurance License (or ability to obtain within 90 days)
- High School Diploma or equivalent required
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
- Associates or Bachelor’s degree preferred
- Experience using Sagitta, ImageRight and EPIC preferred
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 fulfilment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
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Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]
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