Marsh McLennan Agency · 12 hours ago
Client Manager - Private Client Services
Marsh McLennan Agency (MMA) is a leading provider of business insurance and personal client services. The Client Manager will be responsible for servicing and retaining an existing book of personal lines clients while assisting with marketing and managing new and renewal business.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Servicing and retaining an existing book of personal lines clients
Assist with marketing and replacement of new and renewal business through reviewing renewal policies and endorsements
Preparing renewal summaries and letters
Quoting accounts with various insurance companies
Qualification
Required
High school diploma or equivalent
Extensive knowledge of personal insurance industry (carrier, agency) laws, products, coverage's and markets is essential
Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines
Excellent communication skills to effectively service customers
Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts
Ability to negotiate quotations with underwriters and evaluate the clients' needs
Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines
Preferred
College degree
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
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.
Funding
Current Stage
Late StageRecent News
2026-01-23
2025-12-09
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