Account Manager- Private Client Services HNW Yacht Practice

Marsh McLennan•Vero Beach, FL

29d•Hybrid

About The Position

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. 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: 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:

Requirements

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.

Nice To Haves

Bachelor’s degree or higher
Strong proficiency and experience with Applied EPIC

Responsibilities

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