Yacht Client Advisor Manager
About The Position
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. 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 make your mark as a Client Advisor 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 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. As our Yacht Client Advisor Manager , you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings. You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent . You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on- ones to foster development. For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the M arsh M cLennan Agency P rivate C lient S ervice vision and communicate effectively to provide clear and consistent leadership during transitions.
Requirements
- Yacht insurance experience required
- Personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed
- 5+ years experience managing individuals and team goals preferred
- 3-5+ years yacht insurance background required with client facing experience
- Demonstrate an understanding of cultivating opportunities from within their client’s centers of influence
Responsibilities
- Guiding client advisory efforts and ensuring clients receive top-notch service
- Keeping a pulse on client satisfaction, proactively delivering solutions that meet their needs
- Collaborating with the sales team to assign client advisors and manage smooth transitions
- Working collaboratively with various business units to promote a OnePCS mindset and build strong relationships across the organization
- Building and nurturing relationships with Centers of Influence (COIs)
- Taking charge of forecasting and conducting performance reviews, addressing any underperformance
- Managing relationships with local and regional carriers and staying informed about contract changes and underwriting guidelines
- Ensuring compliance with regulatory requirements while overseeing the audit process
- Handling client communications and presentations
- Participating in hiring and interviewing processes
- Analyzing workload and managing resources effectively
- Conducting regular staff meetings and one-on-ones to foster development
- Participating in advisory reviews for larger clients and assisting in resolving complex client or underwriting issues
- Focusing on colleague development, training, and succession planning
- Monitoring key performance indicators (KPIs) to deliver solid financial results
- Developing business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors
- Managing reporting requirements on a weekly, monthly, and quarterly basis
- Leading a hybrid workforce
- Reinforcing the Marsh McLennan Agency Private Client Service vision and communicating effectively to provide clear and consistent leadership during transitions
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work if near an office; or fully remote on the East Coast
- Charitable contribution match programs
- Stock purchase opportunities
- 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
Manager
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
