Account Manager, Private Client Services

Marsh McLennan; Portland (OR); On-site; USD 55,000 - 102,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401K

Stock Purchase Plan

Life Insurance

Parental leave

Job summary

Marsh McLennan Agency seeks an Account Manager in Private Client Services to deliver exemplary service for a portfolio of high-net-worth clients. You will manage relationships with clients and carrier underwriters to drive growth and retention, while delivering tailored coverage solutions.

Key duties include client communications, quotes, policy summaries, and coordination of renewals and new business, with a focus on accuracy, compliance, and superior customer service.

Qualifications

• 3–5 years of insurance service experience.
• Undergraduate degree or equivalent education.
• Property & Casualty License.
• Associate in General Insurance designation.
• Strong knowledge of personal insurance coverages.
• Detail oriented and takes initiative.
• Excellent communication and time management.
• Team player with customer service focus.
• Proficient with Microsoft Office.

Responsibilities

• Manage, retain and grow assigned book of accounts.
• Advise customers on policies and coverages.
• Underwrite front-end to align carrier and solutions.
• Provide quotations, summaries, and proposals.
• Document communications in agency management system.
• Conduct periodic coverage reviews with clients.
• Coordinate mail, renewals, new business and billing.
• Ensure compliance with procedures and regulations.
• Assist in achieving team and department goals.

Skills

Customer service

Communication

Negotiation

Detail oriented

Team player

Education

Undergraduate degree or equivalent

Property & Casualty License

Associate in General Insurance designation

Tools

Microsoft Office

Job description

Company:

Marsh McLennan Agency

Description:

Position Overview:

Account Managers within our Private Client Services department at McLennan Agency, provide a high, professional standard of service to customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing high net worth customers, identify needs and recommend appropriate coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts.

What can you expect to do?

• Manage, retain and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinking
• Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
• Advise customers/prospects on the insurance policies/products/services available for protecting their financial assets
• Responsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer’s/prospect’s insurance needs
• Provide quotations, coverage summaries/comparisons, proposals and recommendations proposed
• Responsible for all customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise and informing the department director of any problems.
• Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
• Provide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agency
• Guide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts
• Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
• Work to attain individual, team, department, and agency business goals
• Continue to update job knowledge by participating in educational opportunities

What do we offer?

Generous benefits package:

• Comprehensive medical, dental and vision plans
• 401K and company match program
• Life Insurance
• Employee Stock Purchase Plan
• Paid parental leave

Love coming to work:

• Culture of respect that practices everything we preach
• Respect for the entrepreneurial spirit
• Place to grow, to be challenged - but also to feel that you belong
• Special way to give back to your community
• Entrepreneurial work environment and leadership style
• Office spaces designed to maximize innovation and collaboration
• A focus on taking time to celebrate success and build relationships

Growth and Development:

• Advance your career with MMA University
• Designation programs & CE courses
• Mentorship and leadership development programs
• Onsite learning opportunities
• Be appreciated and rewarded for your work
• Tuition reimbursement

What do we look for?

• 3-5 years of insurance service experience
• Undergraduate degree or combination of industry education and experience
• Property & Casualty License
• Holds the Associate in General Insurance designation
• Strong working knowledge of personal insurance coverages
• Extremely detail oriented
• High level of initiative and able to work well in a team environment
• Motivated, goal-oriented, persistent and skilled negotiator
• Strong technical capacity with knowledge of Microsoft Office software products
• Handles stressful situations and deadline pressures well
• Exceptional communication, organization and time management skills
• Results driven with a positive, professional attitude and exceptional customer service focus
• Plans and executes responsibilities independently and with discretion

The applicable base salary range for this role is $54,700 to $101,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.