Company:
Description:
Account Manager - Private Client Services/Personal Lines
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. More than 9,000 of 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 thrive as an Account Manager within our Private Client Services team 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 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 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.
- Maintain positive client relationships and be able to analyze situations, make proactive decisions and follow through.
- Prepare and obtain pre renewal updates for all clients.
- Create Acord applications, including Supplemental, as needed, for submissions to carriers.
- Prepare proposals or summaries for renewal terms when requested.
- Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal
- Identify and resolve accounting discrepancies
- Create requests for changes to client’s coverages
- Process mail and phone requests on daily basis
- Prepare documents for renewal terms, including insurance proposals and binders
What you need to have:
- 5+ years of insurance industry experience with at least 2+ spent within Personal Lines
- Bachelor’s Degree preferred but High School Diploma and equivalent work experience is acceptable
- Effective oral and written communication and relationship building skills essential
- Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
- Exceptional time management and organization skills
What makes you stand out:
- Specific experience with Personal Lines insurance
- Active Property and Casualty insurance license
- Superb customer service skills and ability to work independently.
- Exceptional time management and organization skills.
- Self-starter with demonstrated resourcefulness
- Exceptional attention to detail
We 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.
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
The applicable base salary range for this role is $49,400 to $105,400. 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 wellbeing programs as well as employee assistance programs.
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.
