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Account Manager - Private Client Services

Account Manager - Private Client Services

Marsh McLennanChicago, IL, US
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Account Manager, Private Client Services

As our Account Manager, Private Client Services on our Private Client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll handle client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client needs are met efficiently.

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

  • 2+ years Account Manager experience within an insurance brokerage, or comparable experience
  • Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication.
  • Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information.
  • Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively.
  • Works with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients.
  • Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships.
  • Upon hire, Producers License for Fire / Casualty or Life / Health, as appropriate

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

  • BS / BA in Business, Insurance or related field
  • CPCU, ARM, CEBS or other professional designation related to discipline
  • Experience working with agency management systems
  • Proficient skill level in Microsoft Office Suite
  • We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

    Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include :

  • Medical, dental, vision, 401K benefits and more
  • The flexibility to work at home or an office, based on your discretion and schedule
  • Start with 20 days of paid time off
  • A paid day off to volunteer and company-organized volunteer events
  • Up to $1,000 per year in matching charitable donations
  • Up to $750 per year in wellness rewards
  • All the nitro cold brew coffee and sparkling water you can drink
  • A company-wide mentality that you can never appreciate your co-workers too much
  • MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

    Marsh McLennan and its affiliates are EOE Minority / Female / Disability / Vet / Sexual Orientation / Gender Identity employers.

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    Account Manager Client • Chicago, IL, US