19 private client services client manager jobs found

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...

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...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary:   As a  virtual  Relationship Manager II at The  Standard, you  will be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts  to achieve business growth and customer retention.  This role s upport s a dedicated book of advisors and employers virtually....

The Account Manager serves as the primary contact for day-to-day client service needs within an assigned book of business. Working closely with a Producer or Account Executive, this role supports service delivery, placement, and business development efforts. Success in the position requires consistent use of internal systems, proactive communication with clients via phone and email, and strict adherence to corporate standards, including accurate data management within the system of record. As a core member of the client team, the Account Manager also collaborates with and provides direction to third-party vendors to ensure seamless account management. This is a hybrid role requiring one to three days per week in our Worcester, Massachusetts, Boston, Massachusetts, Guilford, Connecticut, or Glastonbury, Connecticut offices. Your Impact: Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals,...

Company: Marsh McLennan Agency Description: Office Coordinator / Administrator Location: Portland Maine Department: Admin/Office 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 Office Coordinator within our Adminitration 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: MRSH). A day in the...

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:...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

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...

We are seeking a Customer Experience Training Specialist who will be responsible for enhancing our team’s customer service skills, service delivery, and ensuring consistent, high-quality experience for our clients. This role will design, develop, and deploy consistent customer service processes, procedures, and systems to equip employees with the knowledge and skills needed to enhance and exceed customer expectations across Life & Health and Business Insurance Lines. Your Impact: Designs, develops, and delivers comprehensive training programs for customer service staff, team leaders, and supervisors covering new clients, products, work processes, system enhancements (including Five9), and behavioral skills through in-person, virtual, and web-based sessions. Manages and maintains the Five9 contact center system, ensuring alignment with business needs through proper configuration, user account management, and permissions. Creates, updates, and maintains training...

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  Client Executive  for Professional Liability is responsible for providing support to the Client Executive team and managing assigned client book(s); responsible for growing satisfied carrier and client relationships, expanding current product offerings, maintaining a profitable book of business, and implementing and integrating expanded products into the clients’ portfolios.   The Client Executive leads communication between assigned clients and the service team members, including administration, sales, customer service, marketing, database management, IT, etc.  This role has an anticipated start date of April 2026. Your Impact:   Sustain and grow revenue by retaining and expanding existing client relationships.  Manage and assume responsibility for customer satisfaction for assigned client(s).  Prepare and conduct client meetings, stewardships, and governing committee meetings; follow up with a post call communication and ensure action items are completed....

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   Support Coordinator for Pearl Insurance Solutions   is responsible for   providing administrative support to assigned sales regions and/or sales representatives by processing renewal applications, quote acceptances, binder requests, certificate of insurance requests, and other customer inquiries.   Maintains proper account documentation in the Customer Relationship Management (CRM) system in an effort to ensure all submissions are properly processed, quoted, and accepted.   Serves as a backup in the phone system when assigned sales representatives are unavailable.     This role has an anticipated start date of March 2026. Your Impact:   Handle workflow of assigned sales team member(s) when they are out of the office; carbon copy (cc) the sales representative on any email sent on their behalf.  Submit all insurance applications to the Application Center for processing upon request.  Submit all quote acceptances to the Service Center...

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...