Account Manager, Private Client Services

Marsh McLennan Agency; Greensboro (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Marsh McLennan Agency seeks an Account Manager for Private Client Services (Personal Insurance) to manage and grow a portfolio of private client accounts in Greensboro, NC. You will serve as an adviser to clients, ensuring top-tier service, retention, and referral development, while addressing client needs with attention to detail.

The role requires strong customer service, time management, and experience with Microsoft Office.

Qualifications

• High School Diploma or equivalent required.
• 3+ years experience in customer service within the insurance industry.
• Knowledge of Personal Lines Insurance coverages.

Responsibilities

• Develop and service new and existing private client accounts.
• Serve as advisor and consultant to clients; retain existing business.
• Follow up on referrals and round client accounts.

Job description

Account Manager, Private Client Services (Personal Insurance)

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As an Account Manager on the Private Client Services team, you’ll be responsible for developing and servicing new and existing accounts. You will serve as an advisor and consultant to clients, maintaining and retaining existing business, while following up on referrals and rounding client accounts.

Responsibilities

• Superb customer service skills and ability to work independently.
• Exceptional time management and organization skills.
• Self‑starter with demonstrated resourcefulness.
• Proficiency with Microsoft Office Suite, with advanced proficiency in Excel.
• Exceptional attention to detail.

Qualifications

• High School Diploma or equivalent required.
• Demonstrated knowledge of Personal Lines Insurance coverages with a minimum of 3 years prior experience in customer service within the insurance industry.
• Experience with both admitted and non‑admitted markets, as well as all private client (personal lines) policy types.
• P&C Insurance License (or ability to obtain within 90 days).
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
• Associates or Bachelor’s degree preferred.
• Experience using Sagitta, ImageRight and EPIC preferred.

Benefits

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

Who You Are Is Who We Are

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation, skin color, veteran status and any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].