Account Manager

6 days ago


Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled and experienced Account Executive to join our Private Client Services Yacht and Boating team at Marsh McLennan Agency. As an Account Executive, you will be responsible for providing exceptional customer service and supporting the service needs of our high net worth clients.

Key Responsibilities
  • Manage a book of yacht/boat clients, including securing and processing renewals, remarketing, and responding to client requirements.
  • Quote new business, prepare market summaries documents for binding, and collaborate with producers and the client in securing the business.
  • Be proficient with high net worth online quoting systems and learning underwriting guidelines.
  • Be proficient with the agency's management system, documenting, making new transactions, setting up clients, and 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.
Preferred Qualifications
  • Bachelor's degree or higher.
  • Strong proficiency and experience with Applied EPIC.
About Us

Marsh McLennan Agency is a leading provider of business insurance, employee health and benefits, retirement, and private client insurance solutions. We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs.

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.

We are committed to core values, inclusive culture, and entrepreneurial leadership. We are an equal opportunity employer and welcome applications from diverse candidates.



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