Client Manager - Private Client Services

Marsh•Brookfield, WI

7d•Hybrid

About The Position

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: 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. 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

Requirements

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.

Nice To Haves

College degree

Responsibilities

servicing and retaining an existing book of personal lines clients
assisting with marketing and replacement of new and renewal business through reviewing renewal policies and endorsements
preparing renewal summaries and letters
quoting accounts with various insurance companies