High Net Worth Account Manager
High Net Worth Account Manager
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Job Description
Company:
Marsh McLennan AgencyDescription:
High Net Worth Account Manager
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 High Net Worth 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 200 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
This is a hybrid (2 days a week) position based out of our various region office locations that may require in person client facing meetings.
As an Account Manager on the High Net Worth team youll
- 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.
- Responsible for documenting and answering client calls emails and mail transactions.
- 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.
Wed love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- Active 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:
- Bachelors degree or higher
- Bi-lingual (English/Spanish)
- Epic or Sagitta system experience
- Industry Designations
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve 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
To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
- 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.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#LI-Hybrid
#MMA-FL
#MMAPCS
Required Experience:
Manager
Employment Type
Full-Time
