Hybrid High Net Worth Insurance Account Manager

Tech Sales Jobs; Florida; Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase opportunities

Competitive compensation

Charitable contribution match

Professional development

Inclusive culture

401K and retirement

Job summary

Marsh McLennan Agency in Florida is seeking a High Net Worth Account Manager for a hybrid role based in Palm Beach Gardens. You will educate clients, collaborate with carriers and underwriters, and manage complex high-net-worth accounts.

The position requires a 2-20 insurance license and 2–3 years' experience with luxury carriers. Proficiency in MS Office and bilingual abilities are a plus. MMA offers a generous benefits package and a culture that values initiative.

Qualifications

• High school diploma or equivalent.
• Active 2-20 insurance license required.
• 2–3 years of experience with high-net-worth clientele.

Responsibilities

• 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.

Skills

MS Office Suite

Client relationship management

Communication skills

Education

High school diploma or equivalent

Tools

Microsoft Excel

Outlook

Word

Job description

Marsh McLennan Agency in Florida is seeking a High Net Worth Account Manager for a hybrid role based in Palm Beach Gardens. You will educate clients, collaborate with carriers and underwriters, and manage complex high-net-worth accounts.

The position requires a 2-20 insurance license and 2–3 years' experience with luxury carriers. Proficiency in MS Office and bilingual abilities are a plus. MMA offers a generous benefits package and a culture that values initiative.