High Net Worth Account Manager

Marsh McLennan•Miami, FL

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). As an Account Manager on the High Net Worth team, you’ll 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 status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers. Responsible for documenting and answering client calls, emails and mail transactions. Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response. Communicates with clients to obtain additional information to complete transactions.

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
Bi-lingual (English/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 status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers
Responsible for documenting and answering client calls, emails and mail transactions
Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response
Communicates with clients to obtain additional information to complete transactions