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Sr. Account Manager (High Net Worth) at Marsh & McLennan Companies in Palm Beach Gardens, Florida

Posted in Other 30+ days ago.

Job Description:

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. MMA's 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: Sr. Account Manager (High Net Worth)

What can you expect?

This role provides exceptional customer service and support to our affluent client base and their unique insurance needs. This is an exciting opportunity to join a well-established company with a professional culture in a corporate environment.

What is in it for you?
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • A firm that is committed to core values

We will count on you to:
  • Provide proactive day-to day client service to maintain client relationships via phone, email and in-person visits; maintain detailed knowledge of carriers, products, and services offered
  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts; Ensure account data is accurately captured, entered, and maintained in the agency management system

What you need to have:
  • High school diploma or equivalent plus valid Florida 2-20 insurance license
  • At least 3 years of personal insurance background required with some client facing experience and some exposure to high net worth clients and carriers
  • Polished interpersonal skills, including relationship-building skills with clients and co-workers; exceptional verbal and written communication skills; ability to work well in a team environment
  • Proficient in Microsoft Office Suite, including Excel, Outlook and Word

What makes you stand out:
  • College degree
  • Familiarity with family office practice is a plus and may substitute a portion of the required insurance agency experience
  • Experience with Applied (EPIC) and/or Sagitta systems

2015, 2013, 2011 BEST PLACES TO WORK - South Florida Business Journal

2012 HEALTHIEST EMPLOYERS - South Florida Business Journal

2011 TOP INSURANCE FIRMS IN SOUTH FLORIDA - Business Leader Magazine


2016 AHA Fit Friendly

2019, 2017, 2016 SOUTH FLORIDA'S TOP WORKPLACES - Sun Sentinel

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, volunteer opportunities, and other programs. For more information about our company, please visit us at: