Private Client Services Senior Client Manager
Marsh McLennan Agency
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Benefits offered by this job
Job summary
Marsh McLennan Agency in Ridgeland, MS is seeking a Private Client Services Senior Client Manager to lead and grow a current book of business. You will handle policy processing, invoicing, endorsements, underwriting compliance, and client communications with a focus on service excellence.
The role requires a Bachelor's degree in finance or business and at least 7 years of independent agency experience. Strong organizational, analytical, and negotiation skills are essential.
Qualifications
- Bachelor’s degree in finance, business, or related field; advanced degree or professional certifications preferred.
- Minimum of 7+ years of independent agency insurance experience.
- Excellent organizational and customer service skills.
Responsibilities
- Service, maintain and grow a current book of business including sales and service of organic new business.
- Oversee processing of insurance-related documents: evidence of property, binders, IDs; ensure accuracy and timely submission.
- Prepare and manage invoices; maintain financial records and reconcile accounts.
- Review endorsements and changes; communicate to clients and internal team.
- Assist with applications, verify information, ensure underwriting compliance.
- Maintain organized electronic files and adhere to regulatory standards.
- Provide guidance on coverage options and changes; resolve issues with clients and internal teams.
- Coordinate marketing processes and secure competitive quotes from carriers.
- Monitor aged receivables and implement collection strategies.
- Maintain professional communication with clients, carriers, mortgage companies, and stakeholders.
Skills
Education
Tools
Job description
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Private Client Services Senior Client Manager at Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).
Applicants must be within driving distance to our Ridgeland, MS office to be considered for this role and have the ability to commute to the office a minimum of three days per week.
As a Private Client Services Senior Client Manager, you will:
- Service, maintain and grow a current book of business including sales and service of organic new business.
- Ensure commissions and other financial transactions are accurately reflected and balanced across accounts.
- Oversee and execute all steps involved in the processing of various insurance-related documents, including evidence of property, binders, and identification cards: ensuring accuracy, completeness, and timely submission.
- Prepare, review, and manage invoices related to insurance policies and services. Maintain accurate financial records and reconcile accounts to ensure proper billing and accounting practices.
- Review and process policy endorsements, ensuring that changes to coverage, terms, or conditions are accurately documented and communicated to clients and the internal team.
- Assist clients and internal teams in completing and processing insurance applications verifying information and ensuring compliance with underwriting requirements.
- Maintain organized and up-to-date electronic files and records for all client policies, correspondence, and documentation, adhering to company policies and regulatory standards.
- Provide professional and effective assistance to clients regarding coverage options, policy changes, and coverage issues.
- Ability to clarify policy details and resolve coverage concerns for both clients and the internal team.
- Manage and coordinate the marketing process for existing and prospective clients, including the development of marketing materials, proposal preparation, and communication with insurance carriers to secure competitive quotes.
- Monitor and follow up on aged receivables to ensure timely collection of outstanding agency billed payments. Implement collection strategies and communicate with clients and internal teams to resolve overdue accounts.
- Maintain professional verbal and written correspondence with clients, insurance carriers, mortgage companies, and other stakeholders to facilitate smooth communication, resolve issues, and ensure client satisfaction.
- Stay current on industry developments, including updates to rates, insurance forms, and coverage options, to provide accurate advice and ensure compliance with evolving standards.
- Provide general administrative support as needed, including scheduling, data entry, and assisting team members with various tasks to ensure efficient office operations.
- Build and maintain a good working relationship with marketing representatives, adjustors, and underwriters.
- Stay current and up to date Marsh compliance rules and regulations.
- Attend outside functions such as Chamber of Commerce meetings or luncheons within the community, as needed.
We’d love to meet you if your professional track record includes these skills:
- Bachelor’s degree in finance, business, or a related field; advanced degree or professional certifications (e.g., CFP, CFA) preferred.
- Minimum of 7+ years of independent agency insurance experience.
- Excellent organizational skills
- Proven customer service skills
- Ability to multitask and detail orientate.
- Able to research and analyze problems independently.
- Strong understanding of insurance products and services.
- Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
- Proficient with Microsoft Word and Excel, and Outlook
- Demonstrated ability to lead and mentor team members.
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/marsh_mma
- https://www.linkedin.com/company/marsh-mclennan-agency/
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.
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