Company:Marsh McLennan Agency Description: 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 peo…
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Retail Cashier
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Entry level$3.5B raised
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Full-time
high school, bachelor degree
Generous Time Off, Personal And Volunteering Days, Tuition Reimbursement, Professional Development Opportunities, Hybrid And Flexible Work, Charitable Contribution Match Programs
Posted 81d ago
~40 hrs/week
Responsibilities
Manage high-net-worth client accounts by providing coverage recommendations and resolving service requests. Oversee the implementation of transactions, policy documentation, and communication with luxury insurance carriers.
Requirements
Requires a high school diploma, an active 2-20 insurance license, and 2-3 years of experience with high-net-worth clientele. Proficiency in Microsoft Office is required, while a bachelor's degree and bilingual skills are preferred.
Full job description
Company:
Marsh McLennan Agency
Description:
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. 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 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 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).
A day in the life.
This is a hybrid (2 days a week) 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.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
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
These additional qualifications are a plus, but not required to apply:
Bachelor’s degree or higher
Bi-lingual (English/Spanish)
Epic or Sagitta system experience
Industry Designations
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAPCS
#MMAFL
#Ll-Hybrid
Related keywords
High Net WorthInsurance2-20 LicenseAIGChubbPUREVaultCincinnatiBerkley OneEpicSagittaPrivate Client InsuranceUnderwritingRisk ManagementMicrosoft ExcelMicrosoft Outlook
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
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