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Private Client Account Manager (Personal Lines)

Location: Palm Beach Gardens, Florida, United States

Company: Marsh & McLennan Agency

Job ID R_063931-en

Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA’s services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals.

MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks.

As an MMA associate, you can expect:

  • Competitive compensation
  • Flexibility
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • International platforms tailored at the local level 
  • Focused practice groups/industry verticals
  • Belief in the power of strong carrier partnerships
  • A firm that is committed to core values

Role Overview

The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our affluent client base.  Our ideal candidate has had experience working with high net worth clientele and their unique insurance needs in a fast-paced, corporate environment.  We are looking for a confident, service-oriented individual who is committed to providing the highest service and quality standards set forth by the agency.  This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.


Role Responsibilities

  • Maintain client relationships via phone, email and in-person visits
  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters
  • Provide professional, courteous service to our clients, carrier representatives, and underwriters
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Maintain detailed knowledge of carriers, products, and services offered
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Ensure account data is accurately captured, entered, and maintained in the agency management system

Role Requirements

  • Current and valid 2-20 Florida license is required
  • Minimum of 3 years of account management experience within an insurance agency
  • Familiarity with family office practice is a plus and may substitute a portion of the required insurance agency experience
  • Ability to provide exceptional customer service is required
  • Polished interpersonal skills, including relationship-building skills with clients and co-workers
  • Strong verbal and written communication skills
  • Proficient in Microsoft Office Suite, including Excel, Outlook and Word
  • Applied (EPIC) and/or Sagitta system experience preferred

2015, 2013, 2011 BEST PLACES TO WORK - South Florida Business Journal

2012 HEALTHIEST EMPLOYERS - South Florida Business Journal

2011 TOP INSURANCE FIRMS IN SOUTH FLORIDA - Business Leader Magazine

2015, 2011, 2009 SOUTH FLORIDA WORKSITE WELLNESS AWARD
2018, 2016 AMERICA’s BEST LARGE EMPLOYERS -
Forbes

2016 AHA Fit Friendly

2019, 2017, 2016 SOUTH FLORIDA’S TOP WORKPLACES – Sun Sentinel

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

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  • Leadership Recognition

    Dan Glaser, President and CEO, has been named to Institutional Investor magazine’s 2017 All-America Executive Team ranked as the #3 Overall CEO in the insurance industry, #3 with buy-side analysts and #2 with sell-side analysts.

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