16 private client account manager jobs found

Company: Marsh McLennan Agency 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 Senior Account Manager at McGriff , a division of 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: MRSH). A day in the life. As our Senior Account Manager on the Transportation team, you'll work within a team...

Company: Marsh McLennan Agency 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 Senior Account Manager at McGriff , a division of 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: MRSH). A day in the life. As our Senior Account Manager on the Transportation team, you'll work within a team...

Company: Marsh McLennan Agency Description: Account Manager within the Business Insurance division   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 Commercial Lines Account Manager with the Business Insurance P&C team 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:...

Company: Marsh McLennan Agency Description: Senior Account Manager, Business 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. 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 Commercial Lines Senior Account Manager with the Business Insurance team 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 a Senior Account Manager...

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within...

Company: Marsh McLennan Agency Description: Account Manager, Commercial Lines Small Business Unit 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 Commercial Lines   Account Manager   with the Business Insurance team 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:...

We are seeking an Underwriter Assistant with experience in underwriting for business auto and other commercial package lines, including general liability, business property, and cargo. This role supports account servicing, eligibility evaluation, and post-sale client servicing. The ideal candidate demonstrates strong judgment and brings hands-on coverage experience to help support a profitable and well-managed book of business. Your Impact: Determine eligibility of incoming commercial insurance submissions Use underwriting tools and historical reports to make sound underwriting decisions which help ensure a profitable book of business Work with senior underwriters to strive for a book of business with a loss ratio lower than 40% Review motor vehicle records and determine eligibility for drivers Re-rate or revise rating as needed Document underwriting decisions Successful Candidate Will Have: Home state Property & Casualty insurance license preferred...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

As the Direct Bill Supervisor, you will assume a pivotal role in overseeing the Direct Bill team while managing crucial relationships with offshore teams, carriers, brokers, and senior-level business operations. In this role, you will oversee the Direct Bill team and be accountable for the accuracy and efficiency of commission processing, reconciliations, and revenue management across Property & Casualty (P&C) and Life & Health (L&H) lines. You will act as the escalation point for issues. This role plays a key part in enhancing processes, developing training plans, and ensuring the health of the Direct Bill subledger. Additionally, you will define and track productivity metrics, lead team meetings, and provide coaching and mentorship to staff. *Please Note: This position is remote, but occasional travel may be required for training, meetings, and collaborative activities. The role also involves frequent overtime, particularly during month-end, year-end, and...

The  Stewardship Account Manage r services as a trusted relationship manager and service partner to large veterinary practice clients, focusing on professional liability. There will be involvement in identifying cross-sell opportunities for the sales team. The Account Manager will handle a wide range of client service, policy quoting & retention, administrative, and billing functions to ensure exceptional customer experience and smooth policy administration. While primarily a remote position, occasional travel may be required for client meetings or internal team gatherings.   This role has an anticipated start date of March 2026. Your Impact: Serve as the primary point of contact for assigned veterinary practices within the AVMA program.   Manage day-to-day service of professional liability policies.  Focus on cross-sell/up-sell opportunities for L&H and Personal Lines teams.   Coordinate renewals, policy changes, endorsements, certificates, claims support,...

The  PIS Technician  provides technical insurance support to the Account Coordinators, Sales Representatives, Customer Service Representatives, Client Relations Representatives, and clients by performing the following duties.    This role has an anticipated hire date of March 2026. Your Impact:   Maintains and updates log of all renewal PIS business within the team in the respective system:  Quote Tracker and Synergy CRM  Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies.  Determine proper renewal tract with carriers to each policyholder  Handles communication with insurance carriers throughout the renewal process.  Creates Pearl branded quote documents and payment instructions for all PIS renewals.  Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).  Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary....

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

The Customer Service Representative (CSR) provides exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. The CSR handles both inbound and outbound customer interactions to ensure needs are met accurately, efficiently, and with empathy. This role contributes directly to customer satisfaction, retention, and the overall success of the Affinity Customer Service team. Collaboration, teamwork, and strong communication within the team are key to success.  Your Impact:   Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner.  Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates.  Maintain accurate and complete customer service notes and documentation in the CRM system.  Process client requests, policy changes, and updates received via...

The  Inside Sales Representative in this role is responsible for telephone marketing and sales of insurance products to members/clients. Meets established sales targets and other quality of business factors.   Assist customers with product information and recommendations for the life and health products offered through the Affinity Group. Work with business and marketing units to encourage and promote customer retention. Your Impact: Sells insurance products to prospective member/clients by making and receiving telephone calls. Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales.  Utilize marketing campaigns, advertising, and other marketing methods to meet...

We are looking for a talented and driven Account Manager to join our growing team. In this pivotal role, you will serve as a trusted advisor to key client groups, delivering strategic and consultative guidance on collaborative initiatives, assessing risk profiles, and preparing proposals for both new business and renewals. If you thrive in a fast-paced environment, have a proven ability to manage and grow key accounts, and take pride in delivering outstanding client service, we invite you to consider joining our team. Your Impact: Build and maintain strong, constructive relationships with internal and external agents, producers, and carrier underwriters. Leverage your commercial P&C insurance expertise to actively service existing accounts and drive new business opportunities. Manage workflow with a high degree of personal accountability, ensuring timely, accurate, and efficient execution of deliverables. Participate in the retention and renewal of...

The Regional Placement Specialist – Real Estate is responsible for independently managing the marketing and placement of new and renewal account opportunities (Small and Middle Market) with partner insurance carriers, specifically for clients in the real estate sector. This includes portfolios of habitational, commercial office, retail, industrial, and mixed-use properties. The role requires a deep understanding of real estate asset classes, ownership structures (e.g., REITs, LLCs, TICs), and the unique risk exposures associated with property management, development, and investment. The Regional Placement Specialist serves as a strategic resource to producers, guiding placement strategy and negotiating carrier coverages and terms that address real estate-specific concerns such as ordinance or law, equipment breakdown, builder’s risk, CAT exposures, and environmental liability. In alignment with the “Fewer and Stronger” market consolidation initiative, the Regional Placement...