Client Manager, Private Client Services

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Job Description - Client Manager, Private Client Services

Marsh McLennan Agency

Client Manager, Private Client Services (Personal Insurance)

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 9,000 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 Client 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, 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: MMC).

A day in the life.

As our Client Manager on the Private Client (Personal Insurance) team, you'll be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor and consultant to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. Successful candidates will have:

  • Superb customer service skills and ability to work independently.
  • Exceptional time management and organization skills.
  • Self-starter with demonstrated resourcefulness
  • Proficiency with Microsoft Office Suite, with advanced proficiency in Excel.
  • Exceptional Attention to Detail

Our future colleague.

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

  • High School Diploma or equivalent required
  • Demonstrated knowledge of Personal Lines Insurance coverages with a minimum 3 years prior experience in customer service within the insurance industry
  • Experience with both admitted and non-admitted markets, as well as all private client (personal lines) policy types.
  • P&C Insurance License (or ability to obtain within 90 days)
  • High School Diploma or equivalent required
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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

  • Associates or Bachelor's degree preferred

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
  • Charitable contribution match programs
  • Stock purchase opportunitie

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.

#MMAMID

#LI-Hybrid

#MMAPCS

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