Yacht Client Advisor Team Leader

Our not-so-secret sauce.

We are proud of our award-winning, inclusive workplace culture that has been built through the dedication of extraordinary individuals. At Marsh McLennan Agency (MMA), we attract some of the brightest talents in the industry, all focused on delivering work with purpose and meaningful impact. If you’re ready to make a difference as a Client Advisor Manager, we want to hear from you

MMA offers a variety of services including business insurance, employee health & benefits, retirement, and private client insurance solutions—an ideal place for those seeking limitless opportunities. We combine the personalized service of local consultants with the expansive resources of Marsh McLennan, a leader in professional services.

A day in the life.

As our Yacht Client Advisor Team Leader, you will lead a vibrant team, overseeing client advisory efforts and ensuring that our clients receive exceptional service. You’ll maintain a strong focus on client satisfaction, proactively delivering tailored solutions. Collaborating closely with our sales team will be essential, as you’ll manage the assignment of client advisors and facilitate seamless transitions. Your role will emphasize a OnePCS mindset, fostering strong inter-departmental relationships.

You will prioritize building and nurturing connections with Centers of Influence (COIs), leveraging these relationships to enhance our service offerings. Additionally, you’ll oversee forecasting, conduct performance reviews, and address underperformance to keep the team aligned with goals. Strong management of local and regional carrier relationships is crucial, ensuring compliance with regulatory requirements while supervising the audit process. Client communications, presentations, and involvement in hiring processes to attract top talent will all be part of your responsibilities.

For larger clients, you’ll engage in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will also include team development, training, and succession planning to equip our staff for future challenges. Monitoring key performance indicators (KPIs) to achieve solid financial outcomes and creating business plans that outline goals for referrals, new business, and cross-selling opportunities for Client Advisors will be critical.

You will be responsible for managing reporting requirements weekly, monthly, and quarterly while leading a hybrid workforce. Embracing change and adapting as needed will be essential in reinforcing the Marsh McLennan Agency Private Client Service vision, ensuring clear leadership during transitions.

Our future colleague.

If your professional background aligns with the following qualifications, we would love to meet you:

• Yacht insurance experience is a must

• Experience in personal lines insurance with High-Net-Worth clients

• A Property & Casualty (P&C) License

• Client service orientation with a balanced approach to managing expectations

• Willingness to travel for client and company meetings as required

• 5+ years of experience in team management preferred

• 3-5+ years of yacht insurance background with client-facing experience

• A demonstrated ability to cultivate opportunities from client centers of influence

We encourage candidates who may not meet all requirements to apply—your potential could be a great fit for our team

Valuable benefits.

At MMA, we believe in the significance of our colleagues' contributions, both at work and in their communities. We promote well-being through a comprehensive benefits package and opportunities for professional and personal development. Some of the benefits for this role include:

• Generous time off, including personal and volunteering days

• Tuition reimbursement and professional development support

• Hybrid work opportunities or fully remote options for East Coast employees

• Charitable contribution matching programs

• Stock purchase options

To learn more about a career at MMA, please explore our website or check out our recruiting brochure. You can follow us on social media to connect with our colleagues and learn what makes us special.

Who you are is who we are.

Our culture embraces diversity and values the backgrounds and perspectives of our teammates and clients. We always seek talented individuals with the right ethics and ambition to join our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The salary will be determined based on factors like experience, skills, training, location, certifications, and education. Performance-based incentives may also apply. We are excited to offer a competitive total rewards package, which includes health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs.