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Marsh McLennan Agency · 4 days ago

Account Manager - Private Client Services

Chicago, IL

Full-time

Hybrid

Mid Level

$55K/yr - $102K/yr

3+ years exp

Marsh McLennan Agency Midwest is a full-service brokerage providing business insurance and employee benefits. The personal lines Account Manager will work with high-net-worth clients to manage service plans, ensure smooth operations, and coordinate with internal teams to meet client needs.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Create and manage personalized service plans

Build strong relationships and find new client opportunities

Handle client communications and review coverage options

Ensure everything runs smoothly for high-net-worth clients

Coordinate with internal teams to meet client needs efficiently

Proactively manage a designated book of high-net-worth personal lines clients

Complete up to 4 off site renewal visits per month

Participate in timely renewal discussions to maintain a 95% retention rate

Collaborate cross-functionally with producers, risk advisors, and service teams

Manage new business and renewal processes

Prepare submission packages and engage with underwriters

Negotiate coverage and premiums on behalf of clients

Identify exposures and assess current and future risks

Design comprehensive insurance programs with premier carriers

Qualification

Account Manager experienceClient relationship managementInsurance brokerage knowledgeProactive communicationRisk assessmentProducers LicenseNegotiation skillsCPCU certificationMicrosoft Office proficiencyAgency management systems

Required

3+ years personal lines private client 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

Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy

Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement

Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience

Work 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

Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One

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, EPIC agency system experience preferred

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

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees