High Net Worth Account Manager

Marsh McLennan Agency; Palm Beach Gardens (FL); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work arrangements

Charitable contribution matching

Stock purchase opportunities

Professional development opportunities

Competitive compensation

Job summary

An established industry player is seeking a High Net Worth Account Manager to join their dynamic team. This hybrid role offers the opportunity to work with high-net-worth clientele, providing personalized insurance solutions while collaborating with luxury carriers. You will be responsible for educating clients, managing accounts, and ensuring exceptional service delivery. The company values a diverse and inclusive culture, offering generous benefits and professional growth opportunities. If you're passionate about making a meaningful impact and thrive in a collaborative environment, this role is perfect for you.

Qualifications

• 2-3 years of experience with high-net-worth clients and luxury carriers.
• Proficiency in Microsoft Office Suite, including Excel and Outlook.

Responsibilities

• Educate clients and make recommendations regarding insurance coverage.
• Resolve billing issues and ensure timely service requests.
• Monitor policy documents for accuracy and follow up with clients.

Skills

High school diploma or equivalent

Active 2-20 insurance license

Experience with high-net-worth clientele

Proficiency with Microsoft Office Suite

Education

Bachelor's degree or higher

Tools

Epic or Sagitta system

Job description

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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. More than 11,000 of 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 thrive 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 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of Marsh McLennan (NYSE: MMC).

A day in the life.

This is a hybrid (2 days a week) position, based out of various regional offices, which may require in-person client meetings.

As an Account Manager on the High Net Worth team, you’ll:

• Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; develop new business from existing accounts and assigned leads, following standard practices, policies, and procedures.
• Determine acceptability and placement of coverage and collect premium payments when applicable.
• Resolve billing issues and service requests, ensuring timeliness and completeness of information.
• Monitor status of change requests, review policy documents for accuracy, and follow up to deliver 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.
• Document and respond to client calls, emails, and mail transactions.
• Respond formally to client correspondence, verbally or in writing, using all reference materials to provide informed responses.
• Communicate with clients to obtain additional information to complete transactions.

Our future colleague.

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 that are a plus but not required include:

• Bachelor’s degree or higher.
• Bi-lingual (English/Spanish).
• Epic or Sagitta system experience.
• Industry Designations.

We recognize excellent candidates who may not check all boxes. If you’re close, we’re eager to meet you.

Valuable Benefits.

We value and respect the impact our colleagues make daily. Our culture promotes well-being through robust benefits, encourages personal and professional growth, and celebrates fulfilling projects and causes outside of work.

Benefits include:

• Generous time off, including personal and volunteering leave.
• Tuition reimbursement and professional development opportunities.
• Hybrid and flexible work arrangements.
• Charitable contribution matching programs.
• Stock purchase opportunities.
• Competitive compensation.
• Entrepreneurial leadership and scalable resources.
• Commitment to core values and an inclusive culture.

Learn more about careers at MMA: marshmma.com/careers or view our brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and discover what makes us unique:

• Instagram
• Facebook
• Twitter
• LinkedIn

We offer a competitive total rewards package including health benefits, tuition assistance, 401K, and more.

Who You Are Is Who We Are.

We embrace a culture that celebrates diverse backgrounds, heritages, and perspectives. We seek individuals with integrity, talent, and ambition to join our client-focused teams.

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