Private Client Services Client Manager

Private Client Services Client Manager

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. More than 11,000 of the industry's 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 thrive as a Private Client Services Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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.

As a Private Client Services Client Manager, you will:

• Oversee and execute all steps involved in the processing of various insurance-related documents, including evidence of property, binders, and identification cards, ensuring accuracy, completeness, and timely submission.
• Prepare, review, and manage invoices related to insurance policies and services. Maintain accurate financial records and reconcile accounts to ensure proper billing and accounting practices.
• Review and process policy endorsements, ensuring that changes to coverage, terms, or conditions are accurately documented and communicated to clients and carriers.
• Assist clients and internal teams in completing and processing insurance applications, verifying information, and ensuring compliance with underwriting requirements.
• Maintain organized and up-to-date electronic files and records for all client policies, correspondence, and documentation, adhering to company policies and regulatory standards.
• Perform account rounding activities to ensure commissions, and other financial transactions are accurately reflected and balanced across accounts.
• Provide professional and effective assistance to clients regarding coverage options, policy changes, and coverage issues. Act as a point of contact to clarify policy details and resolve coverage concerns.
• Support the new business acquisition process by assisting with quote preparation, client communication, and documentation, contributing to the growth of the agency's client portfolio.
• Manage and coordinate the marketing process for existing and prospective clients, including the development of marketing materials, proposal preparation, and communication with insurance carriers to secure competitive quotes.
• Monitor and follow up on aged receivables to ensure timely collection of outstanding agency billed payments. Implement collection strategies and communicate with clients and internal teams to resolve overdue accounts.
• Maintain professional verbal and written correspondence with clients, insurance carriers, mortgage companies, and other stakeholders to facilitate smooth communication, resolve issues, and ensure client satisfaction.
• Provide general administrative support as needed, including scheduling, data entry, and assisting team members with various tasks to ensure efficient office operations.

Our future colleague.

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

• High School Diploma required and Bachelor's degree preferred
• 4+ years of insurance experience
• Excellent organizational skills
• Proven customer service and relations
• Able to research and analyze problems independently
• Must have excellent written and verbal communication skills
• Multi-tasked and detail oriented
• Proficient with Microsoft Word and Excel, Outlook
• Able to self-check for accuracy
• Must learn the Agency Management System and Imaging System
• Must have Property & Casualty license
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.

Some benefits included in this role are:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

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.

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