Account Manager - Private Client Services at MMC

Posted in Other 17 days ago.

Location: Dayton, Ohio

Job Description:

About Marsh McLennan Agency Midwest

Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

The Account Manager manages, maintains and expands client accounts 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.


  • Maintains consistent and continuous communication with assigned clients to provide needed information, creative solutions, and resolution of issues for clients

  • Manages clients' day to day service needs by preparing summaries, evidence of property and certificates, and other client request to ensure needs are met

  • Select s and recognizes appropriate coverage for client, sets up original policy, provides replacement cost estimates

  • Allocates premiums and handles accounting differences

  • Orders MVR's and determines eligibility

  • Understands carriers' rating processes and performs contract review of coverage terms

  • Requests renewal application and updates information to market accounts

  • Proactively analyzes each account to ensure comprehensive coverage is provided

  • Prepares comparisons for recommended coverage, facilitates opportunities for account rounding, and negotiates renewal terms

  • Invoices endorsements and policies, allocates premiums and manages audit and accounting adjustments

  • Works directly with Producers, Underwriters, Clients and other departments to maintain current information in the agency management system

  • Initiates periodic visits to clients to ensure high levels of client satisfaction and to provide additional coverage options and/or account rounding opportunities

  • Ensures accuracy, proper handling and appropriate distribution of binders, policies, endorsements and other requests from clients

  • Coordinates services with Loss Control provider

  • Participates and assists with client claim

  • Participates in continuing education to maintain P&C license, stay current regulations and enhance insurance knowledge


  • High School Diploma or equivalent required

  • Minimum of 2-4 years of experience required

  • Active Property & Casualty License required

  • CISR Designation preferred

  • Additional Industry certification preferred and required for advancement


  • Excellent communication skills, including listening, speaking and writing

  • Computer literacy for correspondence, data entry, e-mail, Internet, Carrier websites, spreadsheets and accessing data from company systems; Proficient in Microsoft Office 2010 (Outlook, Word and Excel)

  • Flexibility and creativity for developing innovative and customized business solutions

  • Exceptional relationship development skills and interpersonal skills; Strong analytical and problem solving skills

  • Must have transportation to travel between offices, to event locations and other required destinations and must maintain a valid driver's license; must be able to provide his/her own vehicle and will be reimbursed for mileage

  • Demonstrate our Values

    • Integrity - Demonstrates professional behaviors with honesty and respect

    • Collaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers.

    • Passion for customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients' business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients' expectations.

    • Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client as well as knowledge of the insurance industry.

    • Accountability - Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations.

These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.


Sit for long periods of time, stand, walk, move about the facility, bend, stoop, and climb stairs; demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment; reach above shoulder height, below the waist, and lift to file documents or store materials; lift and move up to 25 pounds; speak and hear sufficiently to communicate in person and over the phone; read words and numbers; maintain visual ability including close vision, distance vision, color vision, peripheral vision, depth perception and to adjust focus; work overtime as required; meet expectations for attendance and punctuality; able to pay attention to details; able to concentrate; interact professionally, cooperatively and productively; perform in a manner that prevents errors and omissions; tolerate a constant, moderate noise level; work independently; carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices; tolerate high levels of stress and a stressful work environment; meet multiple deadlines consistently.

Employee typically performs the majority of their work from their desk,and is required to use a computer andtelephone.

Work is generally performed in a quiet office environment, but frequent travel to client locations is regularly required.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

  • Medical, dental, vision, 401K benefits and more

  • The flexibility to work at home or an office

  • A paid day off to volunteer and company-organized volunteer events

  • Up to $1,000 per year in matching charitable donations

  • Up to $750 per year in wellness rewards

  • A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

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