Account Manager, Private Client Services

ООО «ХАГЕМАЕР ГРУПП»; Portland (ME); Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development opportunities

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency in Portland, ME seeks an Account Manager for Private Client Services to manage, grow, and advise a book of accounts. You will work with clients and carriers to tailor coverages, while maintaining strong relationships and delivering superior service.

Ideal candidates have 5+ years in insurance, a P&C license, and excellent communication and organizational skills. MMA offers a hybrid work model and a robust benefits package to support work-life balance.

Qualifications

• 5+ years of insurance industry experience with at least 3+ years in Personal Lines.
• Strong working knowledge of personal insurance coverages.
• Active Property and Casualty license.
• Proficiency with Microsoft Office products (Word, Excel, PowerPoint).
• Excellent communication and relationship-building abilities.
• Strong time-management and organizational skills.

Responsibilities

• Manage, retain, and grow an assigned book of accounts with minimal direction.
• Advise customers on insurance policies and products to protect financial assets.
• Underwrite to align carriers and best solutions for client needs.
• Provide quotations, coverage summaries, and proposals.
• Document all customer communications in the agency management system.
• Conduct periodic coverage reviews and coordinate with other departments as needed.
• Oversee renewals, billing, and administrative tasks for accounts.

Skills

Insurance experience

Personal lines knowledge

P&C license

MS Office proficiency

Time management

Education

Bachelor's degree in Risk Management / Business

Associate in General Insurance designation

Tools

Epic

Job description

Account Manager, Private Client ServicesOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager within our Private Client Services team here at MMA.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC).

A day in the life.Account Managers for Private Client Services (PCS) at Marsh McLennan Agency provide a high, professional standard of service to customers in their overall development and management of an assigned book of accounts. Serving as an advisor to clients, Account Managers consistently initiate contact with existing 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. In this role, you would be an integral part of the PCS team, receiving on the job training and on-going support from management and team members.Manage, retain, and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinkingPossess knowledge of carrier manuals, appetite, services, and coverage forms/products available from each of our carrier partnersAdvise customers/prospects on the insurance policies/products/services available for protecting their financial assetsResponsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer's/prospect's insurance needsProvide quotations, coverage summaries/comparisons, proposals and recommendations proposedResponsible 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 documentationProvide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agencyOversee the processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts

Our future colleague.We'd love to meet you if your professional track record includes these skills:5+ years of insurance industry experience with at least 3+ years spent working in Personal Lines, ideally in a brokerage environmentStrong working knowledge of personal insurance coveragesActive Property and Casualty insurance licenseEffective oral and written communication and relationship building skills essentialProficiency with Microsoft Office products, including Word, Excel and PowerPointExceptional time management and organization skills as well as strong attention to detailThese additional qualifications are a plus, but not required to apply:Bachelor's Degree in Risk Management, Business Management, Finance or other relevant programExperience with EpicAssociate in General Insurance designationWe know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

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

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

• Instagram
• Facebook
• X
• LinkedIn

Who you are is who we are.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

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

#MMAPCS#LI-HybridThe 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.