Account Manager - Private Client Services

Marsh & McLennan Companies, Inc.
Minneapolis, United States
Permanent
Full-time

Account Manager - Private Client Services

Marsh McLennan Agency

Description :

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 10,000 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 an Account 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 170 offices across North America, webine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE : MMC).

A day in the life.

As our Account Manager on the Private Client Insurance team, you will be responsible for managing client's exposure to risk and protecting their assets.

This includes coordinating services for the development, retention, and rounding of accounts. You will work closely with clients, Private Client Producers, Client Executives, and other service team members.

Your responsibilities will include processing daily servicing tasks, delegating tasks to team members, and coordinating the marketing and placement of new and renewal private client accounts.

Our future colleague.

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

  • Demonstrated knowledge of Personal Lines Insurance coverages with a minimum of 3 years prior experience in customer service within the insurance industry
  • Experience with both admitted and non-admitted markets as well as high net worth clients
  • P&C Insurance License (or ability to obtain within 90 days)

Successful candidates will have :

  • Superb customer service skills and ability to work independently.
  • Exceptional time management and organization skills.
  • Self-starter with demonstrated resourcefulness.
  • Exceptional Attention to Detail.

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 : / / marshmma / careers or flip through our recruiting brochure : / /

Follow us on LinkedIn, Facebook, Instagram, and Twitter 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.

MMAUMW

LI-Hybrid

MMAPCS Job ID R 274689

30+ days ago
Related jobs
Promoted
EisnerAmper
Minneapolis, Minnesota

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as he...

Promoted
Allied National Services
Brooklyn Center, Minnesota

Allied National Services has an immediate need for a Customer Service Account Manager at our corporate office. This position coordinates vendor services via the phone and responds to customer service requests over the telephone to ensure that services provided meet client and company business requir...

Promoted
EisnerAmper
Minneapolis, Minnesota

We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify potential opportunities for new and/or expanded client servi...

Promoted
Canteen One
Minneapolis, Minnesota

The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. Bachelor's degree with a minimum of three years of service business/account management experience required,...

Promoted
EisnerAmper LLP
Minneapolis, Minnesota

Job DescriptionTax Director- Private Client Services (PCS). We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify ...

jobbot
Minneapolis, Minnesota

We are one of the largest business consulting firms in the world, a licensed independent CPA firm that provides client attest services; and an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and cod...

Taylor Corporation
Arden Hills, Minnesota

Arden Hills, MN!The Account Manager (AM) role is pivotal in maintaining client satisfaction and facilitating the smooth operation of accounts, with a focus on small to medium-sized clients. Client-facing role owning client relationships for small to medium-sized clients. Assist and/or lead in projec...

US012 Marsh & McLennan Agency LLC
Wayzata, Minnesota

Private Client Intern – Private Client Services. We are currently seeking a Private Client Intern on our Private Client Services team in Wayzata, MN. As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA colleagues are part of a ne...

CNA
Bloomington, Minnesota

Accountable for the defined transition plans, special services and meetings for new accounts. Strong insurance industry knowledge especially in the specialty area as it applies to client services and claim products and services, administration, and systems applications. Remains externally focused wh...

CliftonLarsonAllen
Minneapolis, Minnesota

You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, and individual tax planning and compliance. Develop client relationships by delivering a full range of gift, estate & trust tax...