Personal Lines Account Manager II

Account Manager II (Field)

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 Advisor 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 McLennan (NYSE: MRSH). 

A day in the life. 

As our  Account Manager II , you’ll support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provide exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive.

Our future colleague.

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

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and staff with service questions related to administration, billing, and problem solving, upon request.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
• Prepare marketing information or provide required information to a marketing person. As appropriate, present the options to the client.
• Complete the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

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

• Five years of personal lines insurance experience
• HNW or coastal insurance experience

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 fulfilment outside of 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 us out online: or flip through our recruiting brochure: 

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

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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