San Diego, California, USA
3 days ago
Private Client Client Manager

We are seeking a talented individual to join our Private Client team at MarshMcLennan Agency (MMA).  You will provide technical advice and customer service to existing clients while developing new accounts in alignment with MMA's growth initiatives.

We will count on you to:

Seek account rounding opportunities to meet agreed-upon book goals and department cross-selling goals.Develop strong relationships with clients while identifying current and future needs and risks as well as creating a renewal strategy for the upcoming policy year.Oversee the preparation of renewal underwriting information and ensure policy contracts and correspondence are accurate and compliant with company procedures.Monitor accounts receivables and collaborate with accounting on outstanding amounts due.

What you need to have:

A valid unrestricted California Property & Casualty license and satisfaction of ongoing continuing education requirements.5-8 years of experience in a professional office setting directly related to job responsibilities, with progressively greater responsibility for making policy management decisions.Proficiency in Windows and MS Office applications (Word, Excel, Outlook) and the ability to utilize multiple carrier websites, including quoting modules.

What makes you stand out:

Strong relationship-building and persuasion skills, with a sense of urgency and a need to win.Ability to assess contract compliance and product/service quality.Skill in organizing resources and establishing priorities, with the ability to develop and implement short- and long-range goals.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.We foster a vibrant and inclusive culture where you can work with talented colleagues that will have an impact on colleagues, clients, and communities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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The applicable base salary range for this role is $47,800 to $89,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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