Private Client Service Sr. Client Manager

Position Overview

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight – it’s the result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. At Marsh McLennan Agency (MMA), we provide business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh McLennan (NYSE: MMC). As a Private Client Services Sr. Client Manager, you will be instrumental in delivering exceptional client support and guidance.

Key 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

Required Qualifications

• 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, with a solid understanding of markets and marketing techniques
• Excellent organizational skills
• Proven customer service and relationship management abilities
• Ability 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

Benefits & Perks

• 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