Private Client Service Sr. Client Manager

Private Client Service Sr. Client Manager

Marsh McLennan Agency (MMA) provides 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 the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

As an Private Client Services Sr. Client Manager you will:

• Handle account management responsibilities including billing, policy changes, and coverage questions.
• Provide coverage analysis and recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals.
• Manage the renewal process and handle cancellation requests.
• Assist with policy-checking and keep up to date on rates, forms, and coverage changes.
• Maintain electronic file maintenance.
• Resolve applicable accounting discrepancies.
• Manage the marketing process.
• Maintain proper level of communication and build effective relationships with clients and companies.

We’d love to meet you if your professional track record includes these skills:

• 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.

Valuable Benefits include:

• Medical, dental and vision insurance.
• 401(k) 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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.