318 private client account manager jobs found

PRIVATE CLIENT ACCOUNT MANAGER We are looking for a Private Client Account Manager who will handle service issues, claims and incidental sales. Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Bouchard Region, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers colleagues to teach and be taught. As a result, we have the best insurance professionals in the business.  A DAY IN THE LIFE OF A PRIVATE CLIENT ACCOUNT MANAGER: Receive phone calls and office visitors requesting changes to existing...

Marsh McLennan Agency – Greenville, SC   Account Manager, Private Client (MMA Mid-Atlantic) As an Account Manager, Private Client, you will provide service to new and existing Private Client Group accounts.  Serving as an advisor and consultant to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts.  A high school diploma is required and an Associate’s degree or Bachelor’s degree is preferred.  You will have knowledge of personal lines coverage with a minimum of three (3) years’ experience in customer service within the insurance industry. A Property & Casualty license (or ability to obtain within 90 days) is required. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

Gainwell Technologies LLC Summary Great companies need great teams to propel their operations. Join the group that solves business challenges and enhances the way we work and grow. Working at Gainwell carries its rewards. You’ll have an incredible opportunity to grow your career in a company that values your contributions and puts a premium on work flexibility, learning, and career development. Your role in our mission Responsibilities:  Principal manager for communication and coordination across all business service managers within the Contractor’s operation, as well as communication with DHCS and other contractors. Primary point of contact for DHCS’ escalation of issues. Manages communication and coordination across all functional areas or department account leaders on small to medium sized accounts to ensure that business solution objectives are met. Develops demand forecasts with account teams on small to medium sized projects to assist functional areas or...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

Gainwell Technologies LLC Summary Great companies need great teams to propel their operations. Join the group that solves business challenges and enhances the way we work and grow. Working at Gainwell carries its rewards. You’ll have an incredible opportunity to grow your career in a company that values your contributions and puts a premium on work flexibility, learning, and career development. Your role in our mission Principal fiscal manager with responsibility for the management of the Contract’s financial provisions. Required to build and implement and maintain a financial operations team, based on business and contract requirements. This position will be required to partner with other operational and system teams, the client, as well as other external vendors on process and workflow reviews. Establish best practices and quality controls to support the business processing and contract requirements. Responsibilities:  Principal fiscal manager with responsibility...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

Summary The primary focus of the Client Administrator is to provide technical support to Client Managers and to clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director of Private Company. This role is educational and support based to learn the business and prepare this individual to become a Client Manager in the future. Essential Duties & Responsibilities Assist in obtaining paperwork for new and renewal business for Client Managers to include: Applications and other documents required for a submission Re-marketing Renewals Binders Certificates of Insurance Notices of Cancellation to Insureds Policies Invoices Endorsements Audits Perform account reconciliation. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in...

Operations Representative - PCS National - Las Vegas Join our Private Client Services team as an Operations Representative. The Operations Representatives are responsible for the accurate and timely processing of all client paperwork, including new policies, renewals, endorsements, rewrites and cancellations. This is an exciting opportunity that can provide an interested and motivated individual with skill sets for professional growth and advancement. What can you expect? You will receive on the job, computer based and side-by-side training to become successful in this role Work alongside senior level highly experienced colleagues to gain experience and skill sets for professional growth What is in it for you? A company with a strong brand and strong results to match Culture of internal mobility, collaboration and valued partnership with HR from the business. Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring...

PRIVATE CLIENT SALES ADVISOR In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world’s leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business. Bouchard MMA is looking for a Private Client Sales Executive who will sell new business accounts in keeping with agency and individual goals. Identifies and solicits high profile sales prospects from the agency’s Commercial & Benefits departments, external networking sources and...

Private Client Services Account Manager   The main goal and function of a Private Client Services Account Manager is to assist the production team in the production and service of new and existing accounts.  The responsibilities include all functions of support for the Private Client Services book of business to which they are assigned.  Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition. We will count on you to:...

The Senior Private Client Advisor acts as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. The senior client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. What can you expect? •    This position is critical to successfully support a high volume book of business to MMA PCS National Private Clients •    Work alongside tenured colleagues to gain experience and skill sets for professional growth What is in it for you? •    A company with a...

The Senior Private Client Advisor acts as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. The senior client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. What can you expect? •    This position is critical to successfully support a high volume book of business to MMA PCS National Private Clients •    Work alongside tenured colleagues to gain experience and skill sets for professional growth What is in it for you? •    A company with a...

Join MMA Private Client Services - National team as an Associate Placement Specialist with in our Excess and Surplus Lines team - FLEXIBLE on LOCATION.  The Associate Placement Specialists are responsible for the accurate and timely quoting of non-admitted quoting through the excess and surplus lines market. This is an exciting opportunity that can provide and interested and motivated individual with skill sets for professional growth and advancement. What can you expect? You will receive on the job, computer based and training to become successful in this role. Work alongside senior level highly experienced colleagues to gain experience and skill sets for professional growth. This position is critical to successfully support a high volume of excess and surplus lines risks. What is in it for you? A company with a strong brand and strong results to match Culture of internal mobility, collaboration and valued partnership with HR from the business. Employee Resource...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

At Marsh McLennan Agency (MMA), we approach insurance in a different way and that means a more interesting, exciting, relevant career for you. When you work at MMA, you will find real opportunities to make people and businesses safer, more secure, and more successful. That is why working at MMA is a career that matters. Account Manager, Business Insurance What you can expect? The  Account Manager  manages, maintains and expands client relationships to develop, enhance and solidify relationships with clients through exceptional customer service and provide professional insurance services with the coordination of Producers, Underwriters, Service Team members and other departments.    What is in it for you? Join a community of professionals with a passion for collaboration and providing a high quality client experience.  Professional development opportunities include on-the-job training, mentorship, coaching, established career paths and tuition assistance...

Zurich is looking to hire a Middle Markets Associate Underwriting Manager to lead the Middle Markets production underwriting team in New York with a specific focus on targeted industry practices.   In this role you will drive strategy within these segments,  cultivate relationships with key brokers and provide coaching and development to a team of market facing Underwriters. The team is focused on complex multi-line property and casualty package underwriting within focused industry practices including Technology, Private Equity Risks, Financial Institutions and others. As the manager you will to aid in making appropriate underwriting decisions.   Responsibilities may include:   Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business...

Summary The primary focus of the Client Administrator is to provide technical support to Client Managers and to clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director of Private Company. This role is educational and support based to learn the business and prepare this individual to become a Client Manager in the future. Essential Duties & Responsibilities Assist in obtaining paperwork for new and renewal business for Client Managers to include: Applications and other documents required for a submission Re-marketing Renewals Binders Certificates of Insurance Notices of Cancellation to Insureds Policies Invoices Endorsements Audits Perform account reconciliation. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in...

Senior Private Client Advisor (MMA PCSN)   As a Senior Private Client Advisor at Marsh McLennan Agency – Private Client Services you’ll act as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. The senior client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague,...