High Net Worth Account Manager

MMC; Miami (FL); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work model

Charitable contribution match

Job summary

Marsh McLennan Agency (MMA) is seeking a High Net Worth Account Manager in a hybrid Miami-area role. You will build trusted relationships with affluent clients, educate them on coverage options, and coordinate with carriers and underwriters for optimal placements.

The role requires 2–3 years with high-net-worth clientele, an active 2-20 license, and proficiency in Microsoft Office. Bilingual English/Spanish and experience with Epic or Sagitta are pluses.

Qualifications

• 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 (AIG, Chubb, PURE, Vault, Cincinnati, Berkley One).
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word).
• Bachelor's degree or higher.
• Bi-lingual (English/Spanish).
• Epic or Sagitta system experience.
• Industry designations.

Responsibilities

• Inform, educate and make recommendations to clients, carriers and underwriters.
• Develop new business from existing accounts and leads per policy and procedures.
• Determine acceptability and placement of coverage and collect premiums when applicable.
• Resolve billing issues and service requests with timely information.
• Monitor change requests and deliver policy documents to clients.

Skills

Bi-lingual (English/Spanish)

Education

High school diploma or equivalent

Bachelor's degree or higher

Tools

Microsoft Office

Epic

Sagitta

Job description

High Net Worth Account Manager

Our not-so-secret sauce. 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 MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

This is a hybrid (2 days a week) 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


• Supporting 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.

Our future colleague.

• 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


• These 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

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.

• 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:InstagramFacebookX

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.

#MMAPCS#MMAFL#Ll-Hybrid