High Net Worth Account Manager

ООО «ХАГЕМАЕР ГРУПП»; Florida; Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Job summary

Marsh Agency is seeking a High Net Worth Account Manager to support affluent clients, carriers, and underwriters. This hybrid role may require in-person client meetings at regional offices and offers opportunities to grow a client-focused book with strategic insurance solutions.

You will educate clients, manage new and existing relationships, and coordinate coverage placements while handling billing and inquiries with a client-centric approach.

Qualifications

• Experience with high-net-worth clientele and luxury carriers.
• Bachelor's degree or higher preferred.
• Active 2-20 insurance license required.

Responsibilities

• Inform, educate, and make recommendations to clients, carrier representatives, and underwriters.
• Develop new business from existing accounts and assigned leads in line with policies and procedures.
• Determine acceptability and placement of coverage and collect premiums when applicable.
• Resolve billing issues and service requests with timely, complete information.
• Document and respond to client calls, emails, and mail transactions.

Skills

High-net-worth clients

Insurance license

Relationship management

MS Office proficiency

Education

Bachelor's degree

Tools

Epic system

Sagitta system

Job description

High Net Worth Account Manager

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a High Net Worth Account Manager at Marsh Agency. Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

A day in the life.

This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings.

• 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.
• Support clients with standard and complex inquiries regarding coverages, products, and services the company offers.
• Responsible for documenting and answering client calls, emails and mail transactions.
• Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
• Communicates with clients to obtain additional information to complete transactions.

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

• High school diploma or equivalent
• Active 2-20 insurance license
• 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word

Additional qualifications are a plus, but not required to apply:

• Bachelor's degree or higher
• Bi-lingual (English/Spanish)
• Epic or Sagitta system experience

Industry Designations

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

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Remote work
• Charitable contribution match programs
• Stock purchase opportunities

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

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

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