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Marsh Mclennan Agency
4 months ago
**This role is with Marsh McLennan Agency. Marsh McLennan Agency uses RippleMatch to find top talent.**
**Private Client Account Manager**:
**Our not-so-secret sauce.**
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a **Private Client Account Manager** at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
**A day in the life.**
This position is for an established professional based out of one of our South Florida offices.
As our **Account Manager** on the **Private Client, High Net Worth** team, you'll
- 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.
- 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.
**Our future colleague.**
We'd love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- Active and current 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
These additional qualifications are a plus, but not required to apply:
- Bachelor's degree or higher
- Bi-lingual (English/Spanish)
- Epic or Sagitta system experience
- Industry Designations
**Valuable benefits.**
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- 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
