Account Manager - Private Client Services

Account Manager - Private Client Services at Marsh McLennan Agency

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About Marsh McLennan Agency Midwest
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A day in the life

• As our Account Manager, Private Client Services on our Private Client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities.
• You'll handle client communications, review coverage options, and ensure everything runs smoothly.
• You will also coordinate with internal teams to ensure client needs are met efficiently.

Our future colleague

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

• 2+ years 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
• Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information
• Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively
• Works 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
• Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships
• Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate

These additional qualifications are a plus, but not required to apply:

• BS/BA in Business, Insurance or related field
• CPCU, ARM, CEBS or other professional designation related to discipline
• Experience working with agency management systems
• Proficient skill level in Microsoft Office Suite

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

A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A sample of benefits includes:

• Medical, dental, vision, 401K benefits and more
• 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

Who You Are Is Who We Are
MMA Midwest has created an award-winning culture by meeting colleagues where they are and building an inclusive environment. We challenge ourselves to create a workplace where colleagues feel they belong, where diverse perspectives are embraced, and where each person adds value.

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

To learn more about a career at MMA, check us out online:

Compensation

The applicable base salary range for this role is $53,400 to $99,400. The base pay offered will be determined by factors including experience, skills, training, location, certifications, and education. In addition to the base salary, this position may be eligible for performance-based incentives. A competitive total rewards package includes health and welfare benefits, tuition assistance, 401K savings, and other retirement programs as well as employee assistance programs.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries:
  Insurance

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