Personal Lines Insurance Account Manager
About the job
- A bachelor's degree or equivalent education and related training.
- Two years of relevant insurance industry experience.
- A Property and Casualty insurance license.
- Client relations skills, including communication, service orientation, cooperation, and tactfulness to resolve client and company problems.
- Proficiency in basic computer applications such as Microsoft Office Suite.
- Build and maintain key client and carrier relationships.
- Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving.
- Work with the Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients.
- Provide analysis and recommendations of coverage needs.
- Prepare and provide marketing information.
- Complete the implementation process.
- Schedule and conduct meetings.
- Prepare and deliver forms to clients.
- Attend seminars, classes, and carrier meetings to stay up to date on products and legislative changes.
- Participate in other projects as needed.
- An advanced degree.
- Experience working with high-net-worth accounts.
- A certification or designation.
- Experience with Requests for Proposal.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
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Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
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