Account Manager- Private Client Services HNW Yacht Practice

Marsh & McLennan Companies, Inc.; North Palm Beach (FL); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid and flexible work

Tuition reimbursement and professional

Generous time off

Stock purchase opportunities

Competitive compensation

Inclusive culture

Job summary

Marsh & McLennan Agency in Palm Beach Gardens, FL, is seeking an Account Manager for Private Client Services focusing on the Yacht and Boating practice. You will service a high-net-worth client base, manage renewals, and assist with market submissions and underwriting guidance.

You will work with producers and clients to secure new business, utilize HNW online quoting, and maintain client records in the agency system.

Qualifications

• High school diploma or equivalent.
• Current & valid 2-20 insurance license.
• 3-5 years of Personal Lines/PCS HNW within an insurance agency.
• 3-5 years of Personal Lines/PCS Yacht/Boating experience.
• Multi-line and multi-carrier experience with guidelines, endorsements, and service for various brokered companies.
• Proficiency with MS Office, including Excel; strong data entry and data processing skills.
• Strong verbal and written communication and presentation skills.
• Extremely detail-oriented, organized and proactive.
• Team-oriented and collaborative.
• Growth-minded individual.
• Well organized with deadline orientation and strong sense of urgency.
• Adaptable to changing environment, able to work under pressure in a fast-paced setting, manage multiple projects, and meet deadlines.
• Ability to interact with various personality styles and manage requests from multiple sources.

Responsibilities

• Manage a book of yacht/boat clients including securing and processing renewals, remarketing, and responding to client requirements.
• Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business.
• Be proficient with HNW online quoting systems and learning underwriting guidelines.
• Be proficient with the agency's management system, documenting, making new transactions, setting up clients, updating correspondences.

Skills

Verbal communication

Written communication

Detail-oriented

Organized

Teamwork

Tools

MS Office (Excel)

Applied EPIC

Job description

Company:

Description:

Account Manager- Private Client Services HNW Yacht Practice

Our not-so-secret sauce

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 on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals.

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. We offer specialized products and services covering a wide spectrum of risks.

Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office:

The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.

We will count on you to:

• Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements.
• Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business
• Be proficient with HNW online quoting systems and learning underwriting guidelines
• Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences

What you need to have:

• High school diploma or equivalent
• Current & valid 2-20 insurance license
• At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency
• At least 3-5 years of Personal Lines/PCS Yacht/Boating experience
• Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications
• Proficiency with MS Office, including Excel; strong data entry and data processing skills
• Strong verbal and written communication and presentation skills
• Extremely detail-oriented, organized and proactive
• Team-oriented and collaborative
• Growth-minded individual
• Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated.
• Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines.
• Ability to interact with various personality styles and manage requests from multiple sources.

What makes you stand out:

• Bachelor’s degree or higher
• Strong proficiency and experience with Applied EPIC

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

• Instagram
• Facebook
• X
• LinkedIn

Who you are is who we are.

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.

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

#MMAFL

#Hybrid