Private Client Manager — Hybrid, Growth & Benefits

Marsh; Sioux Falls (SD); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid

Tuition reimbursement and professional

Generous time off (personal and volunt

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Sioux Falls, SD is seeking a Client Manager for the Private Client Services team. You will manage client accounts, ensure timely service delivery, and support marketing, proposals, and policy documentation.

The ideal candidate has 3+ years in customer service or underwriting for private client insurance, strong organizational and communication skills, and the ability to work in a collaborative, hybrid environment. Proficiency with Microsoft Office is required.

Qualifications

• High school diploma or equivalent.
• 3+ years of experience working in customer service, underwriting, private client/personal lines insurance for a carrier or broker preferred.
• Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred.
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office.
• Must have the ability to work under pressure and multi‑task.
• Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally.
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.
• Be a self‑starter and problem solver.
• Property/Casualty license or ability to attain is required.

Responsibilities

• As our Client Manager on the Private Client Services team, you'll be responsible for managing client accounts, ensuring timely service delivery, and enhancing customer satisfaction.
• This role involves coordinating the marketing process, preparing proposals, binding coverage, and maintaining accurate policy documentation.
• The Client Manager will also provide administrative support, assist clients with their insurance needs, and collaborate with team members to drive agency goals.

Skills

Customer service

Underwriting

Private client insurance

Organizational skills

Time management

Interpersonal skills

Written and verbal communication

Microsoft Office

Team player

Problem solving

Property/Casualty license

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Marsh McLennan Agency in Sioux Falls, SD is seeking a Client Manager for the Private Client Services team. You will manage client accounts, ensure timely service delivery, and support marketing, proposals, and policy documentation.

The ideal candidate has 3+ years in customer service or underwriting for private client insurance, strong organizational and communication skills, and the ability to work in a collaborative, hybrid environment. Proficiency with Microsoft Office is required.