Client Manager - Private Client Services

Reposted 4 Days Ago
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Brookfield, WI
In-Office
Entry level
Fintech • HR Tech • Insurance • Consulting
The Role
The Client Manager will service and retain a book of personal lines clients, assist with marketing, prepare renewal summaries, and negotiate with underwriters. Requires extensive knowledge of the personal insurance industry and excellent communication skills.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

Client Manager – Private Client Services

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. The industry’s brightest talent drives 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 a Client Manager 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 world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

The Personal Lines Client Manager will work with Producers and other Personal Lines Client Service Representatives for operations support and is responsible for servicing and retaining an existing book of personal lines clients. You will also assist with marketing and replacement of new and renewal business through reviewing renewal policies and endorsements, preparing renewal summaries and letters, and quoting accounts with various insurance companies.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • Education Requirement: High school diploma or equivalent
  • Extensive knowledge of personal insurance industry (carrier, agency) laws, products, coverages, and markets is essential.
  • Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines.
  • Excellent communication skills to effectively service customers.
  • Ability to proactively manage book of business and develop healthy relationships in order to retain accounts.
  • Ability to negotiate quotations with underwriters and evaluate client needs. 
  • Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. 

These additional qualifications are a plus, but not required to apply:

  • College degree

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 out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

  • Instagram
  • Facebook
  • X
  • LinkedIn

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMAUMW

#LI-Hybrid

#MMAPCS

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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