Private Client Account Manager, High Net Worth

Company: Marsh McLennan Agency
Location: Vero Beach
Posted on: January 13, 2022

Job Description:

Established as one of the premier insurance agencies in the USA, Marsh McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice and have complex needs, limited resources and desire to work with professionals that have experience, resources and expertise relevant to their industry.

MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients (high net worth). We offer specialized solutions and services covering a wide spectrum of business needs and exposures. Our goal is to help our clients achieve their business objectives.

What can you expect?
You will be responsible for providing exceptional customer service and supporting the service needs of our affluent client base. Our ideal candidate has Private Client experience working with high net worth clientele and their unique insurance needs in a fast-paced corporate environment. This is an exciting opportunity for a sales-oriented individual who is committed to providing the highest service and quality standards set forth by the company.

What is in it for you?
Competitive compensation

Entrepreneurial leadership

Unmatched, scalable resources

A firm that is committed to core values

Inclusive culture

We will count on you to:
Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures

Determine acceptability and placement of coverage and collect premium payments when applicable

Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information

Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients

Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

What you need to have:
High school diploma or equivalent plus current and valid 2-20 Florida insurance license

At least 3 years of experience in middle market and high net worth personal lines industry, including thorough knowledge of personal lines products and the unique needs of high net worth clientele

Key relationships with luxury carriers, such as AIG, Chubb, PURE

Proven proficiency in in Microsoft Office Suite, including Excel, Outlook and Word

What makes you stand out:
Bachelor's degree or higher

Sagitta system experience

MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.

At MMA, your future is limitless. For more information about our company, please visit us at: http://marshmma.com/careers .

2021, 2019, 2017, 2016 SOUTH FLORIDA'S TOP WORKPLACES - Sun Sentinel
2018, 2016 AMERICA's BEST LARGE EMPLOYERS - Forbes

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

Keywords: Marsh McLennan Agency, Palm Bay , Private Client Account Manager, High Net Worth, Executive , Vero Beach, Florida