Account Manager- Private Client Services HNW Yacht Practice
Share
Job Location:
Fort Lauderdale, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
23-10-2025
Vacancies:
1 Vacancy
Job Summary
Company:
Description:
Account Manager- Private Client Services HNW Yacht Practice
Our not-so-secret sauce
Established as one of the premier insurance agencies in the USA Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMAs services are targeted to customers who seek professional advice on program structure market knowledge experience and expertise in their industry along with local resources and service professionals.
MMA provides global risk management risk consulting insurance brokerage alternative risk financing and program management services for businesses public entities associations professional services organizations and private clients. We offer specialized products and services covering a wide spectrum of risks.
Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office:
The Account Manager is 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.
We will count on you to:
- 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
What you need to have:
- High school diploma or equivalent
- Current & 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.
- Adaptable to ever changing environment ability to work under pressure in fast-paced environment manage multiple projects and meet deadlines.
- Ability to interact with various personality styles and manage requests from multiple sources.
What makes you stand out:
- Bachelors degree or higher
- Strong proficiency and experience with Applied EPIC
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 our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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.
#MMAFL
#Hybrid
Required Experience:
Manager
Key Skills
- Practice Management
- Veterinary Experience
- Enterprise Architecture
- Office Manager Experience
- Enterprise Software
- Healthcare Management
- IaaS
- TOGAF
- Medical office experience
- Conflict Management
- COBIT
- Customer relationship management
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
