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Account Manager, Private Client Services

Marsh McLennan

Account Manager, Private Client Services

full-timePosted: Aug 11, 2026Updated: Sep 1, 2026Portland - Congress

Job Description

Company:Marsh McLennan AgencyDescription:Position Overview:Account Managers within our Private Client Services department at McLennan Agency, provide a high, professional standard of service to customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing high net worth customers, identify needs and recommend appropriate coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts.What can you expect to do?Manage, retain and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinkingPossess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partnersAdvise customers/prospects on the insurance policies/products/services available for protecting their financial assetsResponsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer’s/prospect’s insurance needsProvide quotations, coverage summaries/comparisons, proposals and recommendations proposedResponsible for all customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise and informing the department director of any problems.Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentationProvide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agencyGuide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analystsFollow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insuranceWork to attain individual, team, department, and agency business goalsContinue to update job knowledge by participating in educational opportunitiesWhat do we offer?Generous benefits package:Comprehensive medical, dental and vision plans401K and company match programLife InsuranceEmployee Stock Purchase PlanPaid parental leaveLove coming to work:Culture of respect that practices everything we preachRespect for the entrepreneurial spiritPlace to grow, to be challenged – but also to feel that you belongSpecial way to give back to your communityEntrepreneurial work environment and leadership styleOffice spaces designed to maximize innovation and collaborationA focus on taking time to celebrate success and build relationshipsGrowth and Development:Advance your career with MMA UniversityDesignation programs & CE coursesMentorship and leadership development programsOnsite learning opportunitiesBe appreciated and rewarded for your workTuition reimbursementWhat do we look for?3-5 years of insurance service experienceUndergraduate degree or combination of industry education and experienceProperty & Casualty LicenseHolds the Associate in General Insurance designationStrong working knowledge of personal insurance coveragesExtremely detail orientedHigh level of initiative and able to work well in a team environmentMotivated, goal-oriented, persistent and skilled negotiatorStrong technical capacity with knowledge of Microsoft Office software productsHandles stressful situations and deadline pressures wellExceptional communication, organization and time management skillsResults driven with a positive, professional attitude and exceptional customer service focusPlans and executes responsibilities independently and with discretionThe applicable base salary range for this role is $54,700 to $101,900.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.

Locations

  • Portland - Congress

Salary

54,700 - 101,900 USD / yearly

Benefits

  • general: Comprehensive medical, dental and vision plans
  • general: 401K and company match program
  • general: Life Insurance
  • general: Employee Stock Purchase Plan
  • general: Paid parental leave
  • general: Comprehensive medical, dental and vision plans
  • general: 401K and company match program
  • general: Employee Stock Purchase Plan
  • general: Paid parental leave

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