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Marsh McLennan Agency · 2 days ago

Account Manager- Private Client Services HNW Yacht Practice

Palm Beach Gardens, FL

Full-time

Hybrid

Mid Level

3+ years exp

Marsh McLennan Agency is one of the premier insurance agencies in the USA, focusing on mid-sized businesses. The Account Manager will provide exceptional customer service to the Private Client Services Yacht and Boating client base, managing client accounts, processing renewals, and quoting new business.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements

Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business

Be proficient with HNW online quoting systems and learning underwriting guidelines

Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences

Qualification

2-20 insurance licensePersonal Lines/PCS HNW experienceYacht/Boating experienceApplied EPIC proficiencyMS Office proficiencyCommunication skillsDetail-orientedTeam-orientedGrowth-mindedAdaptable

Required

High school diploma or equivalent

Current & valid 2-20 insurance license

At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency

At least 3-5 years of Personal Lines/PCS Yacht/Boating experience

Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications

Proficiency with MS Office, including Excel; strong data entry and data processing skills

Strong verbal and written communication and presentation skills

Extremely detail-oriented, organized and proactive

Team-oriented and collaborative

Growth-minded individual

Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated

Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines

Ability to interact with various personality styles and manage requests from multiple sources

Preferred

Bachelor's degree or higher

Strong proficiency and experience with Applied EPIC

Benefits

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

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees