Account Manager- Private Client Services HNW Yacht Practice
Marsh & McLennan Companies, Inc.
Company: Description: Account Manager- Private Client Services HNW Yacht Practice Our not-so-secret sauce 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. Marsh & McLennan Agency- Florida is seeking candidates for the following position based in our Palm Beach Gardens office: The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. We will count on you to: Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements. Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business Be proficient with HNW online quoting systems and learning underwriting guidelines Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences What you need to have: High school diploma or equivalent Current & valid 2-20 insurance license At least 3-5 years of experience in Personal Lines/PCS HNW within an insurance agency At least 3-5 years of Personal Lines/PCS Yacht/Boating experience Multi-line and multi-carrier experience with thorough knowledge of guidelines, endorsements, and service for various brokered companies; experience quoting, binding and processing applications Proficiency with MS Office, including Excel; strong data entry and data processing skills Strong verbal and written communication and presentation skills Extremely detail-oriented, organized and proactive Team-oriented and collaborative Growth-minded individual Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated. Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines. Ability to interact with various personality styles and manage requests from multiple sources. What makes you stand out: Bachelor’s degree or higher Strong proficiency and experience with Applied EPIC 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 Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Competitive compensation Entrepreneurial leadership Unmatched, scalable resources Committed to core values Inclusive culture To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. 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.
#MMAFL
- Hybrid
- J-18808-Ljbffr Marsh & McLennan Companies, Inc.
- ...Agency in Palm Beach Gardens, FL, is seeking an Account Manager for Private Client Services focusing on the Yacht and Boating practice. You will service a high-net-worth client... ...and clients to secure new business, utilize HNW online quoting, and maintain client records...Private clientHigh net worthYacht
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the... ...be part of one of the largest and fastest growing accounting and advisory firms in the industry ~ You...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the... ...be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...SUMMARY The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships... ...with First Horizon’s commitment to excellence in client service. ESSENTIAL DUTIES AND RESPONSIBILITIES Drive sales...Private clientHigh net worthFull timeWork at office
- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility to manage your days in support of our...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...of the largest and fastest growing accounting and advisory firms in the industry... ...You will have the flexibility to manage your days in support of our...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the... ...be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$195k - $275k
...Job Description Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary... ..., including probate proceedings, fiduciary accounting, asset valuations, and federal estate and...Private clientHigh net worthFull timePrivate practiceWork at officeImmediate start- ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement... ...work experience in an accounting firm, with at least 3...Private clientWork experience placementInternshipPrivate practiceLocal area
- ...Account Executive West Palm Beach, Florida... ...join our growing Yacht Business Unit in Florida... ...responsible for managing and growing a... ...marine insurance clients while providing a... ...level of personalized service to clients with... ...to all employment practices within our organization...High net worthYachtTemporary workLocal area
- ...Service Assistant West Palm Beach Why This Role... ...to join our growing Yacht Business Unit in Florida... ...service support to Account Executives and clients, helping ensure accounts are managed accurately, efficiently... ...applies to all employment practices within our...High net worthYachtTemporary workWork at officeLocal area
- ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...As a member of the Private Client Services practice, Tax Directors... ...communication with clients to manage expectations, ensure... ...experience with an accounting firm, including at...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private clientHigh net worth
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading... ...clients and family offices. You will mentor Associates and Managers, coordinate cross-team engagements, and contribute to local...Private clientHigh net worthLocal area
- Foundation Risk Partners is seeking a Commercial Lines Account Manager to support the Acentria team in developing and servicing accounts. You will market new business, review... ...carrier placement. You will build strong client and carrier relationships, manage endorsements,...
- ...Senior Administrative Assistants are client service professionals who exhibit drive,... ...with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This... ...law. AB’s policies, as well as practices, seek to ensure that employment...Private clientHigh net worthWork at officeWorldwideFlexible hours
- Alvarez & Marsal Deutschland GmbH in West Palm Beach, FL invites ambitious students to join our High Net Worth Private Client Services Tax internship for Summer 2027. You’ll work with a multidisciplinary tax team delivering personalized solutions to high-net-worth individuals...Private clientHigh net worthSummer workInternship
- ...strategic vision, and client expertise are... ...one of the top accounting firms in the country... ...Rossin is a privately owned, independent... ...Alternative Investment Services. Think you... ...a Tax Senior Manager (HNW, Private Client,... ...Assisting entire Tax practice in resolving day-...Private clientHigh net worthWork at office
- ...We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated... ...of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility to manage your days in support of our commitment...Private clientHigh net worthFull timePrivate practiceLocal area
$42k - $52k
...days a week providing customer service. The company has direct... ...more. Position Overview Account Managers serve as the frontline support for our valued B2B clients, ensuring a seamless experience... ...by promoting best practices and encouraging more efficient...Worldwide$150k - $190k
...what’s right for our clients.At CIBC, we... ...you'll be doingAs a Private Wealth Business Development... ...with Relationship Managers, Investment and... ....Collaboration & Service Excellence:... ...acquiring and maintaining HNW relationships. You... ..., teamwork, and accountability.California...Private clientHigh net worthFull timeRemote work- ...Free uniforms Paid time off Account Manager – 2JData (Managed IT Services) ***** This position is in office... ...term strategic partnerships with our clients. We are seeking a client-... ...Ensure clients are aligned with best practice IT and cybersecurity roadmaps Act...Full timeContract workWork at officeRemote work
- ...Account Manager Bentek is only as strong as the success of our people, which is... ...options and alternatives, to ensure client daily operations are not interrupted... ...meetings and calls related to service, product training, best practices, etc. Troubleshoots issues related...
- ...Description JOB SUMMARY: The Account Manager serves as the single point of ownership for... ...the complete customer experience—from service contract renewals and capital project sales... ...other bid specifications using company practices Emphasize service features based on...Ongoing contractContract workWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we... ...well as their communication, time management, leadership, technical, business... ...:Education:Bachelor’s degree in Accounting, Finance, Economics, or...Private clientHigh net worthPrivate practiceWork at office
- ...and maintaining high-net-worth client relationships across banking,... ...is a unique opportunity to manage and maintain relationships with... ...through exceptional service and targeted advice, providing... ...applicants’ and employees’ religious practices and beliefs, as well as...Private clientHigh net worthTemporary workWork at officeLocal areaImmediate start
- ...Senior Associate Tax Services- High Net Worth... ...certified public accounting firm with a longstanding... ...firm, providing clients with a genuine... ...through an alternative practice structure in... ...Associate in our Private Client Services International... ...closely with managers and partners to...Private clientHigh net worthLocal areaWorldwide
- Client Service Associate At MMA Award-winning, inclusive, Top Workplace... ...& benefits, retirement, and private client insurance solutions to... ...in accordance with Best Practice timelines. Process change requests... ...to client risk management/coverage issues and internal...Private clientLocal areaFlexible hoursNight shift
- ...in care, innovation in services, and leadership that empowers... ..., research, media, and accounting teams to ensure project success. Practice clear, concise, and... .... Prepare and manage coordination of project... ...Coordinate with sales team and clients regarding due dates,...Remote work
- Shutts & Bowen LLP, a full service AmLaw 200 law firm, seeks an associate for its West Palm... ...in estate planning and related practices. The role offers a chance to work closely... ...team that emphasizes individual value and client service. #J-18808-Ljbffr Shutts & Bowen...Private clientWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Manager- Private Client Services HNW Yacht Practice. Be the first to apply!
- service director North Palm Beach, FL
- director of community services North Palm Beach, FL
- director of administrative services North Palm Beach, FL
- toyota service manager North Palm Beach, FL
- hvac service manager North Palm Beach, FL
- manager of environmental services North Palm Beach, FL
- director surgical services North Palm Beach, FL
- culinary services director North Palm Beach, FL
- service supervisor North Palm Beach, FL
- service delivery director North Palm Beach, FL



