Senior Private Client Accounts Manager

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

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.