Client Manager - Private Client Services

Marsh McLennan Agency

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Personal lines client servicing
Insurance industry knowledge
Insurance company markets
** Marsh McLennan Agency is seeking a Client Manager for its Private Client Services, focusing on servicing and retaining personal lines clients. The ideal candidate should possess extensive knowledge of the personal insurance industry, excellent communication skills, and a proactive approach to client management. **

Job Summary

  • The Personal Lines Client Manager is responsible for servicing and retaining an existing book of personal lines clients, working with Producers and other Client Service Representatives.
  • This role involves assisting with marketing and replacement of new and renewal business through policy review, summary preparation, and quoting accounts with various insurance companies.
  • The company offers valuable benefits including generous time off, tuition reimbursement, professional development, hybrid work, charitable contribution match programs, and stock purchase opportunities.

Matching Summary

Match Score: 75

** Marsh McLennan Agency is seeking a Client Manager for its Private Client Services, focusing on servicing and retaining personal lines clients. The ideal candidate should possess extensive knowledge of the personal insurance industry, excellent communication skills, and a proactive approach to client management. **

Skills & Requirements

Must-have

  • Personal lines client servicing
  • Insurance industry knowledge
  • Insurance company markets
  • Negotiate quotations with underwriters
  • Evaluate client needs

Nice-to-have

  • Proactively manage book of business
  • Develop healthy relationships
  • Self-starter and problem solver
  • Award-winning culture
  • Inclusive workplace

Key Requirements

  • High school diploma or equivalent
  • Extensive knowledge of personal insurance industry
  • Extensive knowledge of insurance company markets
  • Excellent communication skills
  • Ability to meet deadlines

Work Rights

Not specified

Tailored Resume

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