Marsh McLennan

Senior Account Manager – Private Client Services

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Schaumburg • Illinois • Ohio • United States

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Salary

💰 $66,800 - $124,400 per year

Job Level

Senior

About the role

  • Work with the team to create and manage personalized service plans
  • Build strong relationships and find new client opportunities
  • Handle client communications and review coverage options
  • Ensure everything runs smoothly with internal teams to meet client needs efficiently

Requirements

  • 5+ years personal lines private client 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.
  • Proactively manage a designated book of high-net-worth personal lines clients with an emphasis on retention, relationship management, and coverage accuracy.
  • Complete up to 4 off site renewal visits per month and participate in timely renewal discussions to maintain a 95% retention rate through proactive client engagement
  • Collaborate cross-functionally with producers, risk advisors, and service teams to achieve departmental goals and deliver exceptional client experience.
  • Work 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.
  • Identify exposures, assess current and future risks, and design comprehensive insurance programs with premier carriers such as Chubb, PURE, Cincinnati, AIG Private Client, and Berkley One.
  • 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, EPIC agency system experience preferred, Proficient skill level in Microsoft Office Suite
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
personal lines insuranceaccount managementclient retentionrisk assessmentinsurance program designnegotiationcoverage accuracysubmission package preparationclient engagementcross-functional collaboration
Soft Skills
relationship managementproactive communicationteam collaborationclient serviceproblem-solvingorganizational skillsinterpersonal skillsattention to detailtime managementadaptability
Certifications
Producers License for Fire/CasualtyProducers License for Life/HealthCPCUARMCEBSBS/BA in BusinessBS/BA in Insurance