Insurance Account Manager

4 weeks ago


Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full time
Job Summary

As an Insurance Account Manager at Marsh McLennan Agency, you will be responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.

Key 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

Requirements

• High school diploma or equivalent
• Current and 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.

What We Offer

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 fulfillment 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


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