Vice President, Family Office Relationship Manager
skillventory - A Leading Talent Research Firm
Account Manager, Business Insurance
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Collaborate with our sales team, clients, and insurance carrier underwriters in order to successfully grow and retain clients
- Act as a client consultant, providing clients with recommendations and advisory services to help them achieve their long-term goals
- Develop and maintain working relationships with clients by managing pre-renewals, renewals, and overseeing their ongoing service needs
- Provide consultative services to client contacts in order to account-round existing clients to meet gaps in their coverage
- Leverage your product knowledge to maintain a high service standard for variety of clients and their product service lines
- Conduct in-person, Zoom, and phone meetings with clients and carriers and will maintain client information using a EPIC CRM system
Requirements
- 3 years of experience in the commercial insurance industry, brokerage experience preferred
- Experience working with clients in a variety of industries and experience communicating with individuals at all levels of an organization
- A bachelor’s degree or equivalent experience
- Excellent customer service skills, organization skills, and the ability to prioritize deliverables and projects with competing deadlines
Benefits
- Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
- Comprehensive medical, dental and vision plans
- 401K and company match program
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial insurancebrokerage experienceclient consultingadvisory servicesaccount managementproduct knowledgeservice standard maintenance
Soft skills
customer serviceorganizationprioritizationcommunicationrelationship management
