High Net Worth Account Manager
About The Position
High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a High Net Worth Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 McLennan (NYSE: MMC). A day in the life. This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings. 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.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
- Committed to core values
- Inclusive culture
- health and welfare benefits
- 401K savings and other retirement programs as well as employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
