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?
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:
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
2015, 2011, 2009 SOUTH FLORIDA WORKSITE WELLNESS AWARD 2018, 2016 AMERICA's BEST LARGE EMPLOYERS - Forbes
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: http://marshmma.com/careers.