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Marsh McLennan Agency · 11 hours ago

Yacht Senior Private Client Advisor

Fort Lauderdale, FL

Full-time

Hybrid

Mid, Senior Level

$64K/yr - $120K/yr

2+ years exp

Marsh McLennan Agency is an award-winning organization that provides business insurance, employee health & benefits, retirement, and private client insurance solutions. As a Private Client Advisor on the Yacht team, you will manage a high-volume book of business for Private Pleasure Yachts Clients, providing proactive service and developing new business.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Support a high-volume book of business for our Private Pleasure Yachts Clients

Provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions in person, over the phone, or via email

Gather information related to the client needs and propose a variety of solutions to manage the clients risk

Negotiate with multiple insurance carriers to provide comprehensive coverage options while conforming to all laws and regulations

Be responsible for new business development of your assigned book of business through referrals and expanding existing client programs

Use an agency management system to maintain all pertinent account information accurately and in a timely manner

Qualification

Insurance experiencePropertyCasualty licenseClient facing experienceYacht insurance experienceAgency management systemProfessional designationsRelationship with carriersProfessionalism

Required

Insurance experience with High Net Work clientele

Property and Casualty (P&C) license

Client facing experience with strong professionalism skills including confidentiality, professional written and verbal communication, team player attitude, and a sense of urgency

Some travel required

Preferred

2+ years of yacht or marine insurance experience

College degree

Professional designations are a plus, e.g. CPCI, CIC, CPRIA

Relationship with carriers

Experience using an agency management system

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

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