Private Client Manager - Risk & Retention Expert
Marsh & McLennan Companies, Inc.
Marsh McLennan Agency seeks a Client Manager for Private Client Services to manage and grow a personal lines book, marketing, placing, and renewing accounts to ensure client satisfaction and retention. You will emphasize risk management, identify exposures, and propose tailored solutions to mitigate risk. The role requires a high school diploma and deep knowledge of the personal insurance market, with strong communication and relationship-building skills. #J-18808-Ljbffr Marsh & McLennan Companies, Inc.
$53.4k - $99.4k
...McLennan Agency Description: Client Manager – Private Client Services Our not-so-secret... ...client satisfaction and retention. This position places a strong focus on Risk Management, where you will identify... ...client exposures, provide expert advice, and recommend tailored...Private clientMinimum wageLocal areaNight shift$53.4k - $99.4k
...McLennan Agency Description: Client Manager - Private Client Services Our not-so-... ...ensure client satisfaction and retention. This position places a strong focus on Risk Management, where you will identify... ...client exposures, provide expert advice, and recommend tailored...Private clientMinimum wageLocal areaNight shift$122k - $146.5k
General Information Job Title Expert Consultant, Marketing (MarTech) Job ID 1... ...of expert practitioners who partner with clients (and their agencies) to drive meaningful... ...-of-working.Due diligence - Partner with private equity fund clients to assess the marketing...Private clientPermanent employmentFull timeLocal area- Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role.... ...coverages, present market data, and advise on complex risks while driving client retention and growth. The candidate should have 3+ years of personal...Private client
- ...Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning,... ...employee health & benefits, retirement, and private client insurance solutions to... ...the MMA field offices regarding pharmacy management, from post-sale implementation to ongoing...Private clientPermanent employmentLocal areaNight shift
- ...Client Success Manager Join our team at Demo Company in Minneapolis, MN! As a Client Success Manager, you will be responsible for building... ...Your primary focus will be on driving client satisfaction, retention, and growth. In this role, you will work closely with clients...
$212k - $318k
...our Government Medicaid practice. This Client Manager role combines deep Medicaid expertise with... ...high-quality outcomes. Advise on client retention and expansion best practices; develop... ...decisions and intervene on escalated or at-risk clients. Deliver tailored solutions for...Minimum wageWork at officeRemote workFlexible hours3 days per week$50k - $55k
...Description Mariposa Home Care is seeking a relationship-driven and results-oriented Senior Care Sales & Community Relations Manager to lead private-pay client growth, referral partnerships, and community outreach. This is not a traditional administrative or customer...Private clientFull timePart timeLocal area$215k - $270k
Tax Managing Director, Private Client Services Private Client Services at BDO is a boutique practice within... ...and development, scheduling, and retention Technical Skills Develops an in-depth... ...individuals and their families; has expert knowledge of application of...Private clientPrivate practiceWork at office$95k - $125k
...and industry expertise helps support our clients' regional and global needs. We have... ...joining our amazing team! JOB OVERVIEW: The Private Client Team Leader is responsible for... ...Private Client team in training, relationship management and problem solving. Critical Job...Private clientHourly payPrivate practiceLocal area$66k - $123.1k
...your mark as a Senior Client Advisor at MMA. Marsh... ...benefits, retirement, and private client insurance... ...them navigate complex risks with informed advice.... ...information about their risk management needs and financial... ...be measured by client retention, so delivering...Private clientMinimum wageLocal areaNight shift- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success... ...client-focused environment. In their Private Wealth Management division, significant investments are being made to...Private client
$74.6k - $139.1k
...States of AmericaJob Type: RegularCategory: Client Management & SalesIndustry: Real EstateSalary: 150... ...health & benefits, retirement, and private client insurance solutions to... ...implementing business development and client retention programsExcellent organizational, interpersonal...Private clientMinimum wageWork at officeLocal areaNight shift- Associated Bank seeks a Private Banking Associate to support Private Bankers and Specialists in delivering exceptional service to high net worth clients. You will coordinate loan/deposit documentation, manage portfolio maintenance, and ensure compliance with regulatory...Private client
- ...Minneapolis to support loan processing, deposits, and client service. You will work with private bankers and cross-functional teams to ensure... ...requirements. The role emphasizes thorough documentation, risk management, and regulatory adherence, with a focus on high-net-...Private client
$105.4k - $124k
...what you excel at—all from Day One. Job Description The Client Communications Manager is responsible for developing and executing non-promotional... ...communication strategies that support customer growth, retention, and engagement, while identifying and tracking key performance...Temporary workWork experience placementLocal area3 days per week$64.7k - $120.4k
...95000Posted Date: 2026-07-31Operations Manager - Business Insurance Our not-so-secret... ...employee health & benefits, retirement, and private client insurance solutions to organizations... ...to the service team, ensuring the retention and development of high-quality employees...Private clientMinimum wageLocal areaNight shift$67.5k - $125.8k
...States of AmericaJob Type: RegularCategory: Client Management & SalesIndustry: Real EstateSalary: 500... ...health & benefits, retirement, and private client insurance solutions to... ...businessMust ensure high rate of client retention where applicableMust communicate and work...Private clientMinimum wageLocal areaNight shift$70k - $80k
...Design Expert, Sales - Interior Define Studio - Minneapolis At... ...expert product knowledge. Client Consultations: Engage clients... ...is a plus. Follow-Up & Retention: Maintain proactive and timely... ...Organized & Efficient: You manage multiple clients and projects...Full timeLocal areaFlexible hoursWeekend work$102.8k - $176k
...world of change, empowering our clients and people to realize their... ...to add a Strategic Account Manager to our Enterprise Sales Organization... ...our cybersecurity and risk consulting practice. The Strategic... ...service breadth, net revenue retention, renewal rate, and client...Full timeContract workWork experience placementInternshipWork at officeLocal area$170k - $250k
A leading tax consulting firm is seeking a Tax Managing Director for its Private Client Services in Minneapolis, Minnesota. This role involves leading tax engagements, mentoring team members, and providing top-notch tax compliance and consulting services to high-net-worth...Private client- Associated Bank is seeking a Private Banking Associate to support Private Bankers and Specialists in delivering... ...exceptional service to high net worth clients. This role coordinates loan and deposit documentation, manages portfolio maintenance, and ensures compliance with...Private client
- Associated Bank is seeking a Private Banking Associate to support Private Bankers and Specialists in delivering exceptional service to high net worth clients. You will coordinate loan and deposit documentation, manage portfolio maintenance, and ensure compliance with regulatory...Private client
$100k
...cover a territory within driving distance and manage the other parts of your business remotely.... ...as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The...Private clientWork at officeLocal areaRemote work$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte... ...Transactions team helps guide clients through their most... ...recruitment and retention activities, provide... ...M&A team offers expert guidance to... ...value drivers and deal risks that can affect price...Private clientOdd jobWork experience placementLocal area- EisnerAmper LLP in Minneapolis, MN seeks a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team. You will oversee complex tax planning and compliance for high-net-worth individuals and families, mentor staff, and collaborate with...Private client
$100k - $275k
...and delivering for our clients, teammates,... ...include leading the Client Management Process and partnering... ...to the full array of Private Bank and the bank's capabilities... ...include ensuring retention of clients. This position... ...bank's established risk appetite Leads the...Private clientWork at officeFlexible hoursShift workDay shift$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting services to high-net-worth clients, preparing complex tax returns, and mentoring junior staff. Ideal candidates will have a...Private client- A law firm in Minneapolis seeks an associate to join its Private Client group. The ideal candidate will have 1-3 years of experience in advanced estate, gift, and GST tax planning for high net worth individuals, including document drafting and trust and estate administration...Private client
$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... ...962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...Private clientFull timeFixed term contractLocal area
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