Account Manager, Private Client Services

Marsh; Portland (OR); Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking an Account Manager for Private Client Services in Portland, OR. You will manage a book of accounts, advise clients on coverages, and coordinate with underwriters to grow and retain business.

The ideal candidate has 5+ years in insurance, a Personal Lines focus, a valid Property & Casualty license, and strong communication and organizational skills. Hybrid work is offered along with robust benefits.

Qualifications

• 5+ years of insurance industry experience with at least 3+ years spent working in Personal Lines, ideally in a brokerage environment
• Strong working knowledge of personal insurance coverages
• Active Property and Casualty insurance license
• Effective oral and written communication and relationship building skills essential
• Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
• Exceptional time management and organization skillsas well as strong attention to detail

Responsibilities

• 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
• Oversee the processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts

Skills

Insurance knowledge

Client relationship building

Communication skills

Time management

Microsoft Office

Education

Bachelor’s Degree in Risk Management or related field

Tools

Epic

Job description

Company:

Marsh McLennan Agency

Description:

Account Manager, Private Client Services

Our 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 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
• Oversee 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 environment
• Strong working knowledge of personal insurance coverages
• Active Property and Casualty insurance license
• Effective oral and written communication and relationship building skills essential
• Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
• Exceptional time management and organization skillsas well as strong attention to detail

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

• Bachelor’s Degree in Risk Management, Business Management, Finance or other relevant program
• Experience with Epic
• Associate in General Insurance designation

We 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.

Some benefits included in this role are:

• 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.

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAPCS

#LI-Hybrid

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.