Senior Private Client Advisor - Yacht & Marine Team

Marsh & McLennan Companies • Miami, FL

93d • Hybrid

About The Position

As our Private Client Advisor on the Yacht team, you will support a high-volume book of business for our Private Pleasure Yachts Clients. You'll provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions in person, over the phone, or via email. You'll gather information related to the client needs and propose a variety of solutions to manage the clients risk. You will need to negotiate with multiple insurance carriers to provide comprehensive coverage options while conforming to all laws and regulations. You will be responsible for new business development of your assigned book of business through referrals and expanding existing client programs. You will use an agency management system to maintain all pertinent account information accurately and in a timely manner.

Requirements

• Insurance experience with High Net Worth clientele.
• Property and Casualty (P&C) license.
• Client facing experience with strong professionalism skills including confidentiality, professional written and verbal communication, team player attitude, and a sense of urgency.
• Some travel required.

Nice To Haves

• Yacht or marine insurance experience.
• College degree.
• Professional designations are a plus, e.g. CPCI, CIC, CPRIA.
• Relationship with carriers.
• Experience using an agency management system.

Responsibilities

• Support a high-volume book of business for Private Pleasure Yachts Clients.
• Provide proactive day-to-day service by anticipating and evaluating client needs.
• Respond to client questions in person, over the phone, or via email.
• Gather information related to client needs and propose solutions to manage risk.
• Negotiate with multiple insurance carriers to provide comprehensive coverage options.
• Ensure compliance with all laws and regulations.
• Develop new business through referrals and expand existing client programs.
• Maintain all pertinent account information accurately using an agency management system.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities