What Jobs are available for Customer Service Representative in Chicago?

Role Overview

The Director of Client Support is responsible for the day-to-day management of all Entegra Procurement Services client relationships with our hotel clients. The role will work in the achievement of established financial targets through planning, implementation, and review of dynamic business plans with leader, taking into consideration short- and long-term goals, resources needed and scope of service.

This is a remote position with the preferred candidate residing in the Central Time Zone.

• Direct and indirect client interaction will take place depending on the need and ROI. Direct analysis of opportunities and will analyze, interpret, communicate, and coordinate all functions supporting implementation of contracted services and product optimization with clients and customers to drive financial performance and client satisfaction.
• Using supporting analysis created through various internal and external sources, analyze, interpret, communicate, and coordinate all functions supporting implementation of contracted services and product optimization with clients and customers to drive financial performance and client satisfaction.
• Assist in developing, manage and maintain all aspects of client relationships through an automated system as well as direct interaction, support and expansion of the Web of Influence and developing internal and external operational strategies to drive client satisfaction and retention.
• Ensure the achievement of established financial targets through planning, implementation, and review of dynamic business plans, taking into consideration short- and long-term goals, resources needed and scope of service.
• Support Entegra and Sodexo business development activities and the teams, in the sales process for organizational growth.
• Support the growth and connectivity, and coordinate activities with manufacturer partners and clients, Local and Direct Team as well as other internal teams to achieve financial goals

Compensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include:

• Medical, Dental, Vision Care and Wellness Programs
• 401(k) Plan with Matching Contributions
• Paid Time Off and Company Holidays
• Career Growth Opportunities and Tuition Reimbursement

More extensive information is provided to new employees upon hire.

• 5+ Years of National Account Management experience with client interaction within client’s executive team, leadership, operators and other client team members.
• GPO experience highly desired
• Experience with national distribution firm or large food manufacturer is strongly preferred
• 5+ Years Experience with negotiation and deal making process
• Financial Acumen, Growth Mindset, Results Focused

At Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide.

Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you’re happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please complete this form.

Minimum Education Requirement - Bachelor’s Degree or equivalent experienceMinimum Management Experience – 5 yearsMinimum Functional Experience – 5 Years

This range is provided by EVERSANA INTOUCH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$159,000.00/yr - $36,000.00/yr

EVERSANA INTOUCH® is a global, full-service marketing agency network serving the life sciences industry, and is the first – and only – agency network to be part of a fully integrated commercialization platform through EVERSANA®. We provide next-generation creative and media services, enterprise solutions and data analytics services for clients.

We get fired up when people talk about getting—and staying—healthy. That’s where we find our inspiration: in the very human experiences of patients, doctors, and even each other. Then, we collaborate on ways to make caring for one’s health more achievable, connecting patients and physicians with the information and tools they need.

We embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs.

The role of a Vice President (VP), Client Services, MedComm is a senior leadership role responsible for the strategic direction, client relationship health, and financial performance of a significant portfolio of medical communications business. This individual will serve as the primary senior contact for key clients, acting as a true steward for their brands and a proactive, strategic partner. The ideal candidate will demonstrate profound ownership, an unwavering commitment to doing what is right for the brand, and the ability to seamlessly facilitate collaboration between agency and client teams. This role demands a leader who can inspire internal teams, drive strategic growth, and ensure flawless execution.

• Serve as the senior strategic lead across all assigned accounts, ensuring brand objectives are met and exceeded.
• Cultivate and maintain senior-level client relationships built on trust, transparency, and strategic value.
• Proactively identify client needs, business challenges, and growth opportunities; develop innovative solutions and proposals to address them.

• Assume full P&L responsibility for the account portfolio, including revenue forecasting, budget management, and profitability.
• Lead account planning, and drive organic growth within existing accounts.

• Lead, mentor, and manage a multi-layered account team, fostering a culture of excellence, accountability, and professional growth.
• Ensure proper resource allocation and team structure to effectively meet client needs.

• Oversee the execution of all account deliverables, ensuring the highest quality of work.
• Champion and enforce processes that support timely alignment and clear communication between agency and client teams across all workstreams.
• Serve as the central point of integration for internal teams, including medical, strategy, creative, digital, and meeting services, to ensure a unified and cohesive approach.

All other duties as assigned.

Extensive Account Management Experience: A minimum of 10-12 years of progressive account management experience within a medical communications agency. Candidates must have proven success managing a significant portfolio of business, defined as either:

• A single, large-scale account with an annual revenue exceeding $3 million, OR
• A combination of multiple accounts with a total annual revenue of over 5 million.

Core MedComm Expertise: Deep, hands‑on experience and demonstrated expertise in the strategic oversight and tactical execution of key medical communications programs, including speaker bureau management, scientific content development, and comprehensive congress support.

Collaborative Leadership & Integration: Demonstrated ability to lead and motivate integrated internal teams (e.g., medical, strategy, client services) and effectively manage external partners and vendors to deliver unified solutions.

Client & Agency Alignment: Must possess superior skills and a proven track record of fostering timely alignment between agency and client teams. The ideal candidate excels at driving consensus, ensuring clear communication, and maintaining project momentum across all workstreams in a fast‑paced environment.

Bachelor’s degree required; advanced degree (MBA, MS, PharmD) is a plus.

Patient Minded I act with the patient’s best interest in mind.

Client Delight I own every client experience and its impact on results.

Take Action I am empowered and empower others to act now.

Grow Talent I own my development and invest in the development of others.

Win Together I passionately connect with anyone, anywhere, anytime to achieve results.

Communication Matters I speak up to create transparent, thoughtful and timely dialogue.

Embrace Diversity I create an environment of awareness and respect.

Always Innovate I am bold and creative in everything I do.

Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e‑mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.

EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job‑related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA’s benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.

From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at

Ovative Group is an independent, full-funnel media, measurement, and creative firm. Leveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs.

Company Description

EVERSANA INTOUCH is a global, full-service marketing agency network serving the life sciences industry, and is the first – and only – agency network to be part of a fully integrated commercialization platform through EVERSANA. We provide next-generation creative and media services, enterprise solutions and data analytics services for clients.

We get fired up when people talk about getting—and staying—healthy. That’s where we find our inspiration: in the very human experiences of patients, doctors, and even each other. Then, we collaborate on ways to make caring for one’s health more achievable, connecting patients and physicians with the information and tools they need.

We embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs.

The role of a Vice President (VP), Client Services, MedComm is a senior leadership role responsible for the strategic direction, client relationship health, and financial performance of a significant portfolio of medical communications business. This individual will serve as the primary senior contact for key clients, acting as a true steward for their brands and a proactive, strategic partner. The ideal candidate will demonstrate profound ownership, an unwavering commitment to doing what is right for the brand, and the ability to seamlessly facilitate collaboration between agency and client teams. This role demands a leader who can inspire internal teams, drive strategic growth, and ensure flawless execution.

• Serve as the senior strategic lead across all assigned accounts, ensuring brand objectives are met and exceeded.
• Cultivate and maintain senior-level client relationships built on trust, transparency, and strategic value.
• Proactively identify client needs, business challenges, and growth opportunities; develop innovative solutions and proposals to address them.

• Assume full P&L responsibility for the account portfolio, including revenue forecasting, budget management, and profitability.
• Lead account planning, and drive organic growth within existing accounts.

• Lead, mentor, and manage a multi-layered account team, fostering a culture of excellence, accountability, and professional growth.
• Ensure proper resource allocation and team structure to effectively meet client needs.

• Oversee the execution of all account deliverables, ensuring the highest quality of work.
• Champion and enforce processes that support timely alignment and clear communication between agency and client teams across all workstreams.
• Serve as the central point of integration for internal teams, including medical, strategy, creative, digital, and meeting services, to ensure a unified and cohesive approach.

All other duties as assigned.

PREFERRED QUALIFICATIONS & EXPERIENCE

Extensive Account Management Experience : A minimum of 10-12 years of progressive account management experience within a medical communications agency. Candidates must have proven success managing a significant portfolio of business, defined as either:

• A single, large-scale account with an annual revenue exceeding $3 million, OR;
• A combination of multiple accounts with a total annual revenue of over $ million.

Core MedComm Expertise : Deep, hands-on experience and demonstrated expertise in the strategic oversight and tactical execution of key medical communications programs, including speaker bureau management, scientific content development, and comprehensive congress support.

Collaborative Leadership & Integration : Demonstrated ability to lead and motivate integrated internal teams (e.g., medical, strategy, client services) and effectively manage external partners and vendors to deliver unified solutions.

Client & Agency Alignment : Must possess superior skills and a proven track record of fostering timely alignment between agency and client teams. The ideal candidate excels at driving consensus, ensuring clear communication, and maintaining project momentum across all workstreams in a fast-paced environment.

Bachelor’s degree required ; advanced degree (MBA, MS, PharmD) is a plus.

OUR CULTURAL BELIEFS:

Patient Minded I act with the patient’s best interest in mind.

Client Delight I own every client experience and its impact on results.

Take Action I am empowered and empower others to act now.

Grow Talent I own my development and invest in the development of others.

Win Together I passionately connect with anyone, anywhere, anytime to achieve results.

Communication Matters I speak up to create transparent, thoughtful and timely dialogue.

Embrace Diversity I create an environment of awareness and respect.

Always Innovate I am bold and creative in everything I do.

EVERSANA is committed to providing competitive salaries and benefits for all employees. The anticipated base salary range for this position is $159 000 to 236,000 and is not applicable to locations outside of the U.S. The base salary range represents the low and high end of the salary range for this position. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). EVERSANA reserves the right to modify this base salary range at any time.

Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.

From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at

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Overview

Account Manager, Client Services at Ovative Group offers an early stage, leadership role at a fast-growing company with high standards for talent and client success. The ideal candidate will be highly analytical with strong client management and communication skills and experience leading strategies across cross-functional teams to drive business impact.

This position contributes to Ovative’s journey of measuring and optimizing media to the true enterprise impact, not solely ecommerce value.

Base pay range: $90,000.00/yr - $32,000.00/yr

• Cross-functional strategy & thought leadership
  • Drive forward multi-channel digital media strategies and roadmaps that align with client program growth goals
  • Manage documentation and tracking of account priorities on a weekly, monthly, and quarterly basis
  • Be the expert on marketing budgets, media mix, and performance KPIs, at a broad and channel-specific level, to support account-wide strategy, problem solving & decision making
  • Lead regular and ad hoc performance analyses and translate into clear insights to communicate to clients
  • Lead cross-functional performance-based marketing strategy projects by providing media expertise and thought leadership
  • Lead and provide structure to problem-solving sessions to help determine the problem at stake, the results needed, and the most effective route to get there
  • Keep abreast of emerging digital marketing trends and technologies
• Client relationship management
  • Develop, manage and grow relationships with some of Ovative Group’s largest clients by engaging on a regular basis with day to day and senior client leaders, partnering to develop client growth strategies, and delivering great enterprise media outcomes that drive client objectives
  • Become an extension of the client’s team by having a deep understanding of their business, industry, metrics & team
  • Effectively manage client relationships and establish trust and credibility
• Team leadership and employee development
  • Lead cross-functional teams of subject matter experts focused on driving results for clients
  • Foster a culture of open communication and 360-degree feedback
  • Manage direct reports and contribute to a development culture that recruits and develops world class talent

• 5+ years of experience directly responsible for leading cross-functional business strategies through clear communication, structured problem solving skills, and project management ownership
• Strong analytical skillset with experience analyzing and leveraging large datasets to inform strategic recommendations and action
• Ability to drive in ambiguous environments, applying structure to open ended challenges and navigating through to drive client impact
• Experience in e-commerce, digital marketing, customer data and insights, customer strategy, MarTech, or other marketing discipline
• Experience managing direct reports
• Client management experience

• Digital agency experience
• Digital strategy consulting experience
• Media planning and buying experience
• Experience across both branding and direct response initiatives

At Ovative, we offer a transparent view into three core components of total compensation: Base Salary, Annual Bonus, and Benefits. Base salary range below includes an annual bonus. Actual offers are made with consideration for relevant experience and impact. For this role, compensation ranges from $90, 00 to 132,000, inclusive of a 20% bonus.

We provide strong, competitive, holistic benefits that support life inside and outside of work.

Culture matters and Ovative has been recognized as a Top Workplace for ten years. We value trust, transparency, open communication, and collaboration across levels. Ovative is committed to fostering an inclusive environment; discrimination of any kind is not tolerated.

• Access to office spaces in MSP, NYC, and CHI
• Frequent, paid travel to Minneapolis headquarters for events and collaboration
• Flexible paid vacation policy
• 401k match
• Health insurance including same-sex partners
• Family formation benefits including fertility, pregnancy, and parenting support
• Monthly mobile phone and data stipend
• Sabbatical program
• Charitable giving and time match program
• Other listed amenities

We’re looking for candidates who want to make us better. If you think you can contribute, we want to hear from you!

Join to apply for the Tax Manager, Private Client Services role at BDO USA

6 days ago Be among the first 25 applicants

Join to apply for the Tax Manager, Private Client Services role at BDO USA

JOB DESCRIPTION

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Job Summary

JOB DESCRIPTION

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Duties

• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and with a team
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources
  
  
  

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates
  
  
  

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master’s degree in Accountancy or Taxation, preferred
  
  
  

• Five (5) or more years prior experience in accounting, finance, or law, required
• Experience working in public accounting, or the private client service area, preferred
  
  
  

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to role, preferred
  
  
  

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
  
  
  

• N/A
  
  
  

• Initiative
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Manages client engagements, supervises, and reviews work of team members
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Resolves client service issues in a timely and acceptable manner
• Leadership
• Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
• Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
• Business Development
• Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
• Involves firm specialists and other business lines to increase cross service opportunities
• People Development
• Supervises, develops, and trains employees
• Acts as a mentor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates
  

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Accounting/Auditing
• Industries Accounting

Referrals increase your chances of interviewing at BDO USA by 2x

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Empowered Staffing is partnered with a modern full-service marketing and PR agency headquartered in Chicago that takes a storytelling-first approach to help brands grow. The firm offers public relations, content marketing, social media, branding, advertising, and franchise development consulting (Top 10 PR Vendor for Franchises according to Entrepreneur Magazine).

As the company continues to grow, they are seeking a Chicago-based Vice President of Client Services to lead client strategy and fuel the firm’s ongoing success. This role will oversee the health and expansion of client relationships, implement customer retention strategies, and drive revenue growth.

• Define and champion the overarching client service strategy for the firm.
• Act as a direct extension of the CGO's vision and work collaboratively with the leadership team to set and achieve firm-wide goals.
• Partner with the Director of Operations to ensure account management processes and tools are in place to support strategic objectives.
• Lead, manage, and mentor the entire account management team.
• Lead weekly L10 meetings with the Leadership team, ensuring clear communication, accountability to key metrics, and alignment on Rocks and issues.
• Foster a culture of team collaboration, efficiency, and continuous improvement across the department.
• Be responsible for onboarding and retaining top talent to ensure the continued growth and success of the client services team.
• Serve as an executive sponsor for the firm's most strategic and highest-value accounts.
• Collaborate with firm leadership on overall revenue goals, leveraging client retention, expansion, and service innovation as key drivers.
• Provide strategic oversight for all Pods to ensure portfolio P&L ownership and scope growth are aligned with company targets.
• Drive operational efficiency and effectiveness across the account management function by owning the development and adoption of departmental SOPs.
• Oversee the development of strategic marketing materials and innovative client service strategies to enhance client value and satisfaction.
• Collaborate with other Pod Leads to ensure cohesive and unified agency operations.

• 10+ years of experience in marketing, public relations, or communications, with a significant portion in a senior leadership or executive role within an agency.
• A Bachelor’s degree is required, and a Master’s degree in a related field is preferred.
• Proven track record of defining and executing high-level strategic vision for a client services department.
• Demonstrated success in leading, managing, and mentoring a large team of account management professionals.
• Experience in P&L management, revenue growth, and client retention at a departmental level.
• Exceptional communication, presentation, and negotiation skills, with the ability to act as an executive sponsor for key clients.
• Strong business acumen and a strategic mindset for identifying and capitalizing on new opportunities.
• Competitive salary and a comprehensive benefits package, including 75% employer-paid medical coverage and a 401(k) plan with company match.
• Unlimited PTO after 90 days of employment.
• Professional development allowance.

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.

A day in the life.

As our Account Manager, Private Client Services on our Private Client team, your role is to work with the team to create and manage personalized service plans, build strong relationships, and find new client opportunities. You'll handle client communications, review coverage options, and ensure everything runs smoothly. You will also coordinate with internal teams to ensure client needs are met efficiently.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 2+ years Account Manager experience within an insurance brokerage, or comparable experience
• Collaborates with Producers, Account Executives, and internal teams to develop and manage personalized service plans, building strong client relationships through proactive communication.
• Analyzes risks and coverage options, recommends changes, and manages proposals and client portal information.
• Coordinates with departments to ensure timely, cohesive service, prioritizing client requests effectively.
• Works with the service team to manage new business and renewal processes, preparing submission packages, engaging with underwriters, and negotiating coverage and premiums on behalf of clients.
• Evaluates quotes, compares coverage options, and stays informed on industry trends, forms, and carrier products to provide informed recommendations and maintain strong carrier relationships.
• Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate

These additional qualifications are a plus, but not required to apply:

• BS/BA in Business, Insurance or related field
• CPCU, ARM, CEBS or other professional designation related to discipline
• Experience working with agency management systems
• Proficient skill level in Microsoft Office Suite

We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

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, based on your discretion and schedule
• Start with 20 days of paid time off
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $50 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink
• 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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is 53,400 to 99,400.

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.