Private Client Service Sr. Client Manager jobs in United States
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Marsh McLennan Agency ยท 1 day ago

Private Client Service Sr. Client Manager

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. As a Private Client Services Sr. Client Manager, you will handle account management responsibilities, provide coverage analysis, manage the renewal process, and build effective relationships with clients and companies.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Handles account management responsibilities including billing, policy changes, and coverage questions
Provides coverage analysis and recommendations, completes applications, prepares submissions, negotiates coverage and pricing, and prepares proposals
Manages the renewal process and handles cancellation requests
Assists with policy-checking and keeps up to date on rates, forms, and coverage changes
Electronic file maintenance
Resolves applicable Accounting Discrepancies
Manages the marketing process
Maintains proper level of communication and builds effective relationships with clients and companies

Qualification

Property & Casualty InsuranceInsurance products knowledgeCustomer serviceMicrosoft Office SuiteProblem analysisInnovationAccountabilityCommunicationOrganizational skillsDetail orientedCollaboration

Required

7+ years of experience
High School Diploma required and Bachelor's degree preferred
Demonstrated knowledge of Property & Casualty Insurance
Extensive knowledge of how insurance products are utilized and administered
Extensive knowledge of markets and marketing techniques
Excellent organizational skills
Proven customer service and relations
Able to research and analyze problems independently
Must have excellent written and verbal communication skills
Multi-tasked and detail oriented
Proficient with Microsoft Office Suite
Able to self-check for accuracy
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability

Preferred

Bachelor's degree

Benefits

Medical, dental and vision insurance
401K and company match program
Company-paid life and disability
Generous paid time off programs
Employee assistance program (EAP)
Volunteer paid time off (VTO)
Career mobility
Employee networking groups
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase