Account Manager, Private Client Services

Account Manager, Private Client Services

Award-winning, inclusive, top workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager here at MMA.

As an Account Manager within Private Client Services (PCS), you will develop and service new and existing Private Client Group accounts. You will serve as an advisor to clients, maintaining and retaining existing business while following up on referrals and rounding client accounts. You will become an integral part of this team, receiving on‑the‑job training and ongoing support from management and team members.

• 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 a daily basis.

• 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.

• Bachelor’s Degree in Risk Management, Business Management, Finance or another relevant program.
• Experience with Sales Force, Image Right, Epic or Sagita.

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy – if you’re close, we’d be very interested in meeting you.

Portland, ME | $50,000.00 – $63,160.00 (posted 1 week ago)

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

Associate

Full‑time

Sales and Business Development

Insurance