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Executive private client service manager

1167 private client service manager jobs found

MarshMcLennan
06/05/2025  
Private Client Service Sr. Client Manager
Company: Description: 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 11,000 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 Private Client Services Sr. Client Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 an Private Client Services Sr. Client Manager you will: Handles account management responsibilities including...
MarshMcLennan Opelika, AL, USA Full Time
MarshMcLennan
12/07/2025  
Account Manager, Private Client Services
Company: Description: Account Manager - Private Client Services 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. 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 make your mark as an Account Manager here 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 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 an Account Manager within Private Client Services (PCS), you will be responsible for developing and...
MarshMcLennan Portland, OR, USA Full Time
MarshMcLennan
12/07/2025  
Client Manager - Private Client Services
Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark 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 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. The Private Client Manager will work with Producers and other Private Client Service...
MarshMcLennan Golden, CO, USA Full Time
MarshMcLennan
11/09/2025  
Client Manager - Private Client Services
Company: Marsh McLennan Agency Description: Client Manager – Private Client Services 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. 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 make your mark 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 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 a Client Manager on our Private Client Services team, you will play a key role in managing...
MarshMcLennan Golden, CO, USA Full Time
MarshMcLennan
10/27/2025  
Account Manager- Private Client Services HNW Yacht Practice
Company: Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA’s services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals. MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing...
MarshMcLennan Palm Beach Gardens, FL, USA Full Time
MarshMcLennan
10/19/2025  
Account Manager, Private Client Services - Personal Lines Insurance
Company: Marsh McLennan Agency Description: Marsh McLennan Agency Account Manager, Private Client (Personal Lines) 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. 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 make your mark as an Account 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 Account Manager on the Personal...
MarshMcLennan Greensboro, NC, USA Full Time
MarshMcLennan
10/19/2025  
Account Manager - Private Client Services
Company: Marsh McLennan Agency Description: About Marsh McLennan Agency Midwest   Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. 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...
MarshMcLennan IL, USA Full Time
The Baldwin Group
12/15/2025  
Associate Client Manager, Employee Benefits - IAS, Southwest
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. PRIMARY RESPONSIBILITIES:  Responsible for assisting in...
The Baldwin Group San Antonio, TX, USA Full Time
The Baldwin Group
12/15/2025  
Client Service Specialist, Commercial Risk - IAS Northeast
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION: The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet...
The Baldwin Group Kingston, MA, USA Full Time
EPIC Insurance Brokers & Consultants
12/15/2025  
Surety Client Executive
EPIC Insurance Brokers is looking for an experienced Surety Account Executive.  This role will be remote with occasional travel to any our of EPIC offices.  We will be considering candidates located within about one hour of driving distance to our offices: https://www.epicbrokers.com/about/locations/. Position Summary:  The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients’ business operations and...
EPIC Insurance Brokers & Consultants USA
H.W. Kaufman Group
12/14/2025  
Commercial Lines Underwriter
Responsibilities When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. Interested? Join our team! Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications...
H.W. Kaufman Group Morehead City, NC, USA Full Time
H.W. Kaufman Group
12/14/2025  
Commercial Lines Underwriter
Responsibilities Summary : When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Commercial Lines Underwriter. The Commercial Lines Underwriter will have the opportunity to grow a book of business by underwriting new commercial business and increasing renewal business through the cultivation of client relationships.   Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as...
H.W. Kaufman Group Homewood, AL, USA Full Time
Risk Strategies
12/14/2025  
Commercial Lines Account Manager
Account Manager- Houston, Texas (On-Site) We're seeking an experienced Account Manager who will be responsible for managing daily client service needs for an assigned book of business, working alongside a Producer or Account Executive. The role involves frequent client communication, system updates, and ensuring data integrity while adhering to corporate processes and procedures. As a key member of the client team, the Account Manager also oversees third-party vendors involved with the account. Your Impact: Client Management: Supports the renewal process at the direction of the Producer or Account Executive by participating in strategy discussions, including market selection, claims reviews, and exposure gathering; assists in drafting exposure data, loss exhibits, submissions, and proposals. Manages a renewal book of business, handling submissions, proposals, and binding, while also obtaining loss runs or policy documents from carrier websites as needed. Day...
Risk Strategies Houston, TX, USA Full Time
Risk Strategies
12/14/2025  
Account Manager (CL)
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at our Bala Cynwyd, PA office location. The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         Primary Duties & Responsibilities:  At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy...
Risk Strategies Bala Cynwyd, PA, USA Full Time
Risk Strategies
12/14/2025  
Commercial Lines Account Manager
The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                         In this role, key responsibilities will include: Client management:  •    At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering  •    Manages a renewal book of...
Risk Strategies Richardson, TX, USA Full Time
Risk Strategies
12/14/2025  
Employee Benefits Account Manager
Risk Strategies is growing and we are looking for an Employee Benefits Account Manager to join our team! The Account Manager, a client interacting position, is responsible for total service and support of our Tampa office’s book of business. Direct support is provided to the Account Executives, Senior staff and clients associated with day-to-day servicing of the clients’ employee benefit and compliance needs. As an Account Manager you will receive competitive compensation, PTO and Paid Holidays, Comprehensive Benefits including health and welfare benefits, employee assistance program, 401K, educational opportunities and room for growth. In this role you will: Provide strategic, consultative support to sales teams, account teams, clients and carriers; assisting with retention of existing accounts Demonstrate strong knowledge of market products, including multiple funding methods, and maintains market relationships through negotiations with clients and carriers Present data to...
Risk Strategies Savannah, GA, USA Full Time
Risk Strategies
12/14/2025  
Account Manager, Private Client
The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and...
Risk Strategies Green Bay, WI, USA Full Time
Risk Strategies
12/14/2025  
Senior Marine Relationship Manager
The Private Client Senior Relationship Manager plays a pivotal role in managing and growing a specialized book of high-net-worth personal lines business, with a strong emphasis on yacht and marine risks. This role requires deep expertise in marine insurance, including Hull, Protection & Indemnity (P&I), and ancillary coverages, as well as a solid understanding of broader personal lines and commercial lines insurance products. The Senior Relationship Manager is responsible for delivering exceptional client service, guiding placement strategy, and supporting business development efforts. Experience in Commercial Lines is a plus, as it enhances the ability to serve clients with complex, blended personal and commercial exposures. Your Impact: Client Management, Client Advocacy & Issue Resolution, Marine & Yacht Expertise, Carrier & Wholesale Relationships and Corporate Citizenship Lead service and placement for a specialized book of high-net-worth...
Risk Strategies CA, USA Full Time
MarshMcLennan
12/14/2025  
Employee Health and Benefits Team Manager
Company: Description: Team Manager 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 10,000 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 the Team 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 180 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. This is a hybrid (2 days a week) position, based out of any of our South Florida offices, that may require in person...
MarshMcLennan Miami, FL, USA Full Time
MarshMcLennan
12/14/2025  
Oliver Wyman - Senior Marketing Manager, Private Capital - NY/Boston
Company: Oliver Wyman Description: About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman’s thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press.  Our clients are the CEOs and executive teams of the top Global 1,000 companies. Visit our website for more details about Oliver Wyman: www.oliverwyman.com   Job Overview: Oliver Wyman’s Private Capital practice supports private equity firms, principal investors, and their portfolio companies across the full investment...
MarshMcLennan New York, NY, USA Full Time

 

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