Private Client Account Manager

Marsh McLennan

Private Client Account Manager working with high-net-worth clientele at Marsh McLennan Agency. Informing and educating clients through recommendations and service interactions for insurance coverage.

Posted 5/19/2026full-timeClearwater • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Inform, educate, and make recommendations to clients, carrier representatives, and underwriters;
Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
Determine acceptability and placement of coverage and collect premium payments when applicable
Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
Responsible for documenting and answering client calls, emails and mail transactions.
Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
Communicates with clients to obtain additional information to complete transactions.

Requirements

What you’ll need

High school diploma or equivalent
Active 2-20 insurance license
2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word
Bachelor’s degree or higher (plus, but not required)
Bi-lingual (English/Spanish) (plus, but not required)
Epic system experience (plus, but not required)
Industry Designations (plus, but not required)

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Charitable contribution match programs
Stock purchase opportunities
Competitive compensation
Entrepreneurial leadership
Unmatched, scalable resources
Committed to core values
Inclusive culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance licenseclient documentationbilling resolutionpolicy reviewtransaction processingbusiness developmentpremium collectioninquiry resolutionclient communicationrelationship management

Soft Skills

communicationcollaborationcustomer serviceproblem-solvingtimelinessattention to detailorganizational skillseducational skillsrecommendation skillsresponsiveness

Certifications

2-20 insurance license