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Marsh McLennan Agency · 10 hours ago

High Net Worth Account Manager

Palm Beach Gardens, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Marsh McLennan Agency (MMA) is an award-winning organization providing business insurance, employee health & benefits, retirement, and private client insurance solutions. The High Net Worth Account Manager will inform and educate clients, develop new business from existing accounts, and oversee the preparation and implementation of transactions for assigned accounts.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

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

Qualification

2-20 insurance licenseHigh-net-worth experienceMicrosoft Office SuiteEpic system experienceSagitta system experienceIndustry DesignationsBi-lingual (English/Spanish)

Required

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

Preferred

Bachelor's degree or higher

Bi-lingual (English/Spanish)

Epic or Sagitta system experience

Industry Designations

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

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

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