Marsh McLennan · 1 hour ago
Senior Account Manager - Private Client Services
Loveland - Tri-Ridge
Full-time
Hybrid
Mid, Senior Level
$67K/yr - $124K/yr
5+ years expMarsh McLennan Agency is a full-service brokerage providing business insurance and employee benefits. The Senior Account Manager on the private client team will manage personalized service plans, build strong relationships with high-net-worth clients, and coordinate with internal teams to ensure client needs are met efficiently.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication
Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy
Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement
Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience
Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients
Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One
Qualification
Required
5+ years personal lines private client Account Manager experience within an insurance brokerage, or comparable experience
Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication
Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy
Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement
Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience
Work with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients
Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One
Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate
Preferred
BS/BA in Business, Insurance or related field
CPCU, ARM, CEBS or other professional designation related to discipline
Experience working with agency management systems, EPIC agency system experience preferred
Proficient skill level in Microsoft Office Suite
Benefits
Medical, dental, vision, 401K benefits and more
The flexibility to work at home or an office, based on your discretion and schedule
Start with 20 days of paid time off
A paid day off to volunteer and company-organized volunteer events
Up to $1,000 per year in matching charitable donations
Up to $750 per year in wellness rewards
All the nitro cold brew coffee and sparkling water you can drink
A company-wide mentality that you can never appreciate your co-workers too much
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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