High Net Worth Account Manager

Marsh; Town of Florida (NY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Competitive compensation

Entrepreneurial leadership

Scalable resources

Committed to core values

Inclusive culture

Job summary

Marsh McLennan Agency is seeking an High Net Worth Account Manager to join their Hybrid team in the US. The role involves advising clients, placing coverage, billing, and coordinating with carriers and underwriters. You will support high-net-worth clientele with complex needs and maintain timely client communications.

Ideal candidates have an active 2-20 license, 2–3 years of HNW experience, and strong MS Office skills. A bachelor’s degree is a plus and bilingual ability is a plus.

Qualifications

• High school diploma or equivalent is required.
• Active 2-20 insurance license is required.
• 2-3 years of high-net-worth client experience preferred.
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word).

Responsibilities

• Inform, educate, and make recommendations to clients and underwriters; develop new business from existing accounts and leads.
• Determine acceptability and placement of coverage and collect premiums when applicable.
• Resolve billing issues and service requests with timely information.
• Monitor change requests and ensure delivery of documents to clients.
• Prepare and implement transactions, paperwork, and processing for assigned accounts.

Skills

Insurance license (Active 2-20)

HNW client experience

Microsoft Office (Excel/Outlook/Word)

Communication and collaboration

Policy and coverage knowledge

Education

High school diploma or equivalent

Bachelor’s degree or higher

Tools

Epic

Sagitta

Microsoft Office

Job description

Company:

Marsh McLennan Agency

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. 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 the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

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.

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 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.

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

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

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 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 online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

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

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/Marsh_MMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#LI-Hybrid

#MMA-FL

#MMAPCS