Private Client Services Senior Client Manager

ООО «ХАГЕМАЕР ГРУПП»; Ridgeland (MS); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K match

Life insurance

Disability insurance

Paid time off

Employee Assistance Program

Volunteer time off

Career mobility

Networking groups

Tuition reimbursement

Professional development

Charitable match

Stock purchase program

Job summary

Marsh McLennan Agency in Ridgeland, MS is seeking a Private Client Services Senior Client Manager to grow and service a current book of business, develop new opportunities, and maintain strong client relationships.

You will coordinate with insurance carriers, oversee policy documentation, ensure accurate billing, and help clients understand coverage options while mentoring team members and staying current with market trends.

Qualifications

• Bachelor's degree in finance, business, or related field; advanced degree or professional certifications preferred.
• Minimum 7+ years of independent agency insurance experience.
• Strong organizational, communication, and interpersonal skills.
• Ability to multitask, detail-orient, and analyze problems independently.

Responsibilities

• Grow and service a current book of business, including sales and service of new business.
• Ensure commissions and financial transactions are accurately reflected and balanced.
• Oversee processing of insurance documents (evidence of property, binders, IDs) for accuracy and timeliness.
• Prepare, review, and manage invoices related to policies and services.
• Maintain organized electronic files for client policies and documentation.
• Support clients with coverage options, policy changes, and underwriting requirements.
• Coordinate marketing efforts and communication with clients and carriers to secure competitive quotes.
• Stay updated on industry changes, rates, forms, and compliance.

Skills

Client management

Negotiation

Communication

Leadership

Analytical thinking

Excel proficiency

Relationship building

Detail oriented

Education

Bachelor's degree in finance or business

Advanced degree or professional certifications (CFP, CFA) preferred

Tools

Microsoft Word

Excel

Outlook

Job description

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. 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.

A day in the life.

• 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.

Our future colleague.

• 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 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.

• 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

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

#MMASE