High Net Worth Account Manager

Marsh McLennan•Palm Beach Gardens, FL

1d•Hybrid

About The Position

Marsh McLennan Agency is hiring a High Net Worth Account Manager for its Private Client team. This is a hybrid position based out of one of the company’s regional offices and may require in-person client meetings. The role supports high-net-worth clients by providing information, education, and recommendations about insurance coverage, products, and services. The account manager develops business from existing accounts and assigned leads, determines coverage acceptability and placement, and collects premium payments when applicable. The role also handles client service requests and billing issues, monitors policy changes, reviews policy documents for accuracy, and oversees account transactions, paperwork, and internal processing. The account manager responds to client inquiries and correspondence by phone, email, mail, and other channels, obtains information needed to complete transactions, and works to ensure responses and service are timely and complete.

Requirements

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.

Nice To Haves

Bachelor’s degree or higher.
Bilingual in English and Spanish.
Epic or Sagitta system experience.
Industry designations.

Responsibilities

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 the status of change requests, review policy documents for accuracy, and follow up on delivery of change documents to clients.
Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
Support clients with standard and complex inquiries regarding the company’s coverages, products, and services.
Document and respond to client calls, emails, and mail transactions.
Respond formally to client correspondence verbally or in writing, using relevant reference material to provide informed responses.
Communicate with clients to obtain additional information needed to complete transactions.