Client Manager – Private Client Services

Marsh; Minneapolis (MN); Hybrid; USD 3,400 - 99,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Client Manager for Private Client Services to manage a portfolio of personal lines clients, marketing, placing and renewing accounts to ensure satisfaction and retention.

The role emphasizes Risk Management—identifying exposures, advising clients, and recommending tailored solutions to mitigate risk.

We value a team-oriented, service-driven professional and offer a hybrid work model with comprehensive benefits.

Qualifications

• Education requirement: High school diploma or equivalent.
• Extensive knowledge of personal insurance and markets.
• Knowledge of insurance company markets, binding authority, underwriting guidelines.
• Excellent communication skills to service customers.
• Ability to manage book of business and retain accounts.
• Ability to negotiate quotations with underwriters and evaluate client needs.
• Self-starter with time-management and organizational skills.

Responsibilities

• Manage and nurture an existing portfolio of personal lines clients.
• Market, place and renew accounts to ensure client satisfaction and retention.
• Focus on Risk Management: identify exposures, advise, and tailor solutions.

Skills

Excellent communication skills

Proactive book-of-business management

Negotiation with underwriters

Time management

Relationship building

Education

High school diploma or equivalent

Job description

Company:
Marsh McLennan Agency

Description:

Client 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 Client Manager 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.

As a Client Manager on our Private Client Services team, you will play a key role in managing and nurturing an existing portfolio of personal lines clients. Your responsibilities will include marketing, placing, and renewing accounts to ensure client satisfaction and retention. This position places a strong focus on Risk Management, where you will identify client exposures, provide expert advice, and recommend tailored solutions to help clients effectively mitigate and manage their risks.

Our future colleague.

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

• Education Requirement: High school diploma or equivalent is required.


• Extensive knowledge of personal insurance industry (carrier, agency) laws, products, coverage’s and markets is essential.


• Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines.


• Excellent communication skills to effectively service customers.


• Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts.


• Ability to negotiate quotations with underwriters and evaluate the clients’ needs.


• Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines.

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 out our website or flip through our recruiting brochure.

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

• Instagram


• Facebook


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• 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.

#MMAUMW

#LI-Hybrid

#MMAPCS

The applicable base salary range for this role is $53,400 to $99,400.

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.