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Private Client Account Manager, High Net Worth job in Vero Beach at Marsh McLennan Agency

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Private Client Account Manager, High Net Worth at Marsh McLennan Agency

Private Client Account Manager, High Net Worth

Marsh McLennan Agency Vero Beach, Florida, FL Full Time

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: [ Link removed ] - Click here to apply to Private Client Account Manager, High Net Worth .

2021, 2019, 2017, 2016 SOUTH FLORIDA’S TOP WORKPLACES – Sun Sentinel


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


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