Private Client Account Manager, High Net Worth
Company: Marsh McLennan Agency
Location: Vero Beach
Posted on: January 13, 2022
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?
Unmatched, scalable resources
A firm that is committed to core values
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
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,
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
2018, 2016 AMERICA's BEST LARGE EMPLOYERS - Forbes
Marsh McLennan and its Affiliates are EOE
Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity
Keywords: Marsh McLennan Agency, Palm Bay , Private Client Account Manager, High Net Worth, Executive , Vero Beach, Florida
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