High Net Worth Account Manager — Hybrid & Growth Focus

Marsh McLennan Agency; Miami (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Job summary

Marsh McLennan Agency is seeking a High Net Worth Account Manager in a hybrid role. Based in Florida with regional offices, you will educate clients, assess coverage, and manage complex accounts for luxury clientele.

You will collaborate with carriers, underwriters, and internal teams to ensure accurate policy placement and timely processing. Prior experience with high-net-worth clients and a 2-20 license is essential.

Qualifications

• 2-3 years of experience with high-net-worth clientele and relationships with luxury carriers (AIG, Chubb, PURE, Vault, Cincinnati, Berkley One)
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word)
• Active 2-20 insurance license
• Bachelor’s degree or higher (plus)

Responsibilities

• Inform, educate, and make recommendations to clients, carrier reps, 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 status of change requests and deliver change documents to clients
• Oversee preparation and processing for assigned accounts
• Assist clients with standard and complex inquiries regarding coverages, products, and services
• Document and respond to client calls, emails, and mail transactions
• Collaborate with clients and respond formally to client correspondence
• Request additional information from clients to complete transactions

Skills

Client management

MS Office

Communication

Education

High school diploma

Bachelor’s degree

Tools

Epic

Sagitta

Job description

Marsh McLennan Agency is seeking a High Net Worth Account Manager in a hybrid role. Based in Florida with regional offices, you will educate clients, assess coverage, and manage complex accounts for luxury clientele.

You will collaborate with carriers, underwriters, and internal teams to ensure accurate policy placement and timely processing. Prior experience with high-net-worth clients and a 2-20 license is essential.