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Marsh McLennan · 5 months ago

Account Manager - Private Client Services

Chicago - Canal

Full-time

Hybrid

Entry, Mid Level

$53K/yr - $99K/yr

2+ years exp

Marsh McLennan Agency is a leading full-service brokerage providing various insurance and retirement services. The Account Manager for Private Client Services will create and manage personalized service plans, build strong client relationships, and coordinate with internal teams to ensure client needs are met efficiently.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication

Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information

Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively

Works with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients

Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships

Qualification

Account Manager experienceProactive communicationRisk analysisProducers LicenseCPCU certificationAgency management systemsMicrosoft Office SuiteClient relationship managementTeam collaboration

Required

2+ years Account Manager experience within an insurance brokerage, or comparable experience

Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication

Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information

Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively

Works with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients

Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships

Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate

Preferred

BS/BA in Business, Insurance or related field

CPCU, ARM, CEBS or other professional designation related to discipline

Experience working with agency management systems

Proficient skill level in Microsoft Office Suite

Benefits

Medical, dental, vision, 401K benefits and more

The flexibility to work at home or an office, based on your discretion and schedule

Start with 20 days of paid time off

A paid day off to volunteer and company-organized volunteer events

Up to $1,000 per year in matching charitable donations

Up to $750 per year in wellness rewards

All the nitro cold brew coffee and sparkling water you can drink

A company-wide mentality that you can never appreciate your co-workers too much

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees