Account Manager, Private Client Services
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Job Location:
Portland, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Company:
Description:
Account Manager - Private Client Services
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys 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 an Account Manager here 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 worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life:
As an Account Manager within Private Client Services (PCS) you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients you will maintain and retain existing business while following up on referrals and rounding client accounts. You will become an integral part of this team receiving on the job training and on-going support from management and team members.
We will count on you to:
- Act as the primary contact with the Producer and/or Client.
- Place new business and cross sell as needed to maintain clients insurance program.
- Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the clients insurance program.
- Manage all components of the renewal process for clients.
- Create Acord applications including Supplemental as needed for submissions to carriers.
- Prepare proposals or summaries for renewal terms when requested.
- Identify and resolve accounting discrepancies
- Create requests for changes to clients coverages
- Process mail and phone requests on daily basis
Our future colleague
- 5 years of insurance industry experience with at least 2 years spent working in Personal Lines ideally in a brokerage environment
- 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
These additional qualifications are a plus but not required to apply:
- Bachelors Degree in Risk Management Business Management Finance or other relevant program
- Experience with SalesForce ImageRight Epic or Sagita
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed 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 us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#MMAPCS
#LI-Hybrid
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
