Client Manager - Private Client Services jobs in United States
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Marsh McLennan Agency · 12 hours ago

Client Manager - Private Client Services

Marsh McLennan Agency is a leading provider of business insurance and personal client services. The Client Manager will be responsible for servicing and retaining personal lines clients, assisting with marketing and renewal business, and maintaining strong relationships with clients and underwriters.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

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

Personal insurance knowledgeInsurance market knowledgeCommunication skillsRelationship managementNegotiation skillsProblem solvingTime managementOrganizational skills

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

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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 Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase