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Marsh McLennan Agency · 1 week ago

Account Manager, Private Client Services

Portland, ME

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. As an Account Manager within Private Client Services, you will develop and service new and existing client accounts, acting as a primary advisor and ensuring the effective management of their insurance programs.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

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

Manage all components of the renewal process for clients

Create Acord applications, including Supplemental, as needed, for submissions to carriers

Prepare proposals or summaries for renewal terms when requested

Identify and resolve accounting discrepancies

Create requests for changes to client’s coverages

Process mail and phone requests on daily basis

Qualification

Insurance industry experiencePropertyCasualty licenseMicrosoft Office proficiencySalesForce experienceEffective communication skillsTime management skillsAttention to detail

Required

5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environment

Active Property and Casualty insurance license

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 as well as strong attention to detail

Preferred

Bachelor's Degree in Risk Management, Business Management, Finance or other relevant program

Experience with SalesForce, ImageRight, Epic or Sagita

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

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

White Plains, New York, USA

10001+ employees