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Marsh McLennan Agency · 6 hours ago

Private Client Account Manager

Clearwater, FL

Full-time

Hybrid

Mid Level

Marsh McLennan Agency (MMA) is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. As a Private Client Account Manager, you will manage a book of business, ensuring client retention through exceptional service and collaboration with producers and marketing teams.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Manage an assigned book of business with the goal of retention through exceptional customer service

Receive client phone calls and emails with requests to change existing or new coverages and/or policies

Work in unison with the producers and marketing team to determine acceptability and placement of new and renewal business

Complete applications, endorsement requests and all aspects of billing when applicable

Support producers by preparing summaries of insurance, schedules and proposals as requested

Maintain follow up on active and overdue suspense and outstanding orders and correspondence in keeping with the established best practices

Maintain customer accounts in our agency automation system by documenting conversations in the activity log, sending confirmations to insured’s and filing all correspondence

Qualification

Florida 2-2020-44 licenseHigh Value Personal Lines insuranceSagitta Agency Management SystemImageRightProfessional communicationCustomer serviceSales skills

Required

Current Florida 2-20 or 20-44 license

Thorough understanding of High Value Personal Lines insurance underwriting, carriers, coverages, rating procedures and industry operations to effectively manage, maintain, and write assigned clients and prospects

Ability to communicate professionally and effectively with clients, carriers and prospects to explain complex issues, receive and interpret information and respond appropriately

College degree desirable; or equivalent combination of education and experience

Preferred

Working knowledge of Sagitta Agency Management System and ImageRight

Actively solicit increases in coverage or rounding out accounts through sales to clients at every service contact

Benefits

Generous time off, including personal and volunteering

Health Insurance

401k

Professional development opportunities

Hybrid work

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

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