Full-Time
Private Client Services Senior Client Manager
Updated on 9/12/2026
Marsh & McLennan
Risk, insurance and business consulting
No salary listed
Company Does Not Provide H1B Sponsorship
Ridgeland, MS, USA
Hybrid
Applicants must live within driving distance and commute to the office at least three days per week.
Bachelor's, Master's
 Insurance (1) |
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- A bachelor's degree in finance, business, or a related field.
- A minimum of 7+ years of independent agency insurance experience.
- Excellent organizational skills.
- Proven customer service skills.
- The ability to multitask and maintain attention to detail.
- The ability to research and analyze problems independently.
- A strong understanding of insurance products and services.
- Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
- Proficiency with Microsoft Word, Excel, and Outlook.
- The demonstrated ability to lead and mentor team members.
- Service, maintain, and grow a current book of business, including sales and service of organic new business.
- Ensure commissions and other financial transactions are accurately reflected and balanced across accounts.
- Oversee and execute all steps involved in processing insurance-related documents, including evidence of property, binders, and identification cards, ensuring accuracy, completeness, and timely submission.
- Prepare, review, and manage invoices related to insurance policies and services. Maintain accurate financial records and reconcile accounts to ensure proper billing and accounting practices.
- Review and process policy endorsements, ensuring that changes to coverage, terms, or conditions are accurately documented and communicated to clients and the internal team.
- Assist clients and internal teams in completing and processing insurance applications, verifying information and ensuring compliance with underwriting requirements.
- Maintain organized and up-to-date electronic files and records for all client policies, correspondence, and documentation in accordance with company policies and regulatory standards.
- Provide professional and effective assistance to clients regarding coverage options, policy changes, and coverage issues.
- Clarify policy details and resolve coverage concerns for clients and the internal team.
- Manage and coordinate the marketing process for existing and prospective clients, including developing marketing materials, preparing proposals, and communicating with insurance carriers to secure competitive quotes.
- Monitor and follow up on aged receivables to ensure timely collection of outstanding agency-billed payments. Implement collection strategies and communicate with clients and internal teams to resolve overdue accounts.
- Maintain professional verbal and written correspondence with clients, insurance carriers, mortgage companies, and other stakeholders to facilitate communication, resolve issues, and ensure client satisfaction.
- Stay current on industry developments, including updates to rates, insurance forms, and coverage options, to provide accurate advice and ensure compliance with evolving standards.
- Provide general administrative support as needed, including scheduling, data entry, and assisting team members with various tasks to ensure efficient office operations.
- Build and maintain working relationships with marketing representatives, adjusters, and underwriters.
- Stay current with Marsh compliance rules and regulations.
- Attend outside functions such as Chamber of Commerce meetings or luncheons within the community as needed.
- An advanced degree or professional certifications such as Certified Financial Planner or Chartered Financial Analyst.
Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.
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