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.
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- 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
$150k - $210k
...largest and fastest growing accounting and advisory firms in the... ...will have the flexibility to manage your days in support of our... ...with the Private Client Services and Trust & Estate groups on... ...hybrid between a general tax practice and a hyper-specialized firm...Private clientHigh net worthFull timeFixed term contractLocal 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
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services practice with flexibility on office location and the option to be fully remote. The role focuses on overseeing multi-engagement tax work for ultra-high-net-worth individuals, including planning...Private clientHigh net worthRemote jobPrivate practiceWork at office
- High Net Worth Account ManagerOur not-so-secret sauce... ...Net Worth Account Manager at MMA.Marsh McLennan... ...benefits, retirement, and private client insurance solutions to... ...combine the personalized service model of a local... ...accordance with standard practices, policies, and proceduresDetermine...Private clientHigh net worthWork at officeLocal areaFlexible hoursNight shift
$146k - $200k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we... ...insurance planning. A Tax Senior Manager, Private Client Services (PCS)... ...Bachelors degree required; major in Accounting, Finance, Economics or...Private clientHigh net worthPrivate practiceWork 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 worthFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...Palm Beach, FL seeks a Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting processes, and develop trusted... ...with high net worth clients. Role focuses on managing teams, ensuring timely financial reporting...Private clientHigh net worthPrivate practice
- Alvarez & Marsal is seeking a Senior Director in Private Client Services, Tax, to establish long-term relationships with private companies, owners... ...engagements across the firm, while aligning with tax law changes and innovative practices. #J-18808-Ljbffr Alvarez & MarsalPrivate clientHigh net worth
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services team. The role emphasizes overseeing multiple client engagements, leadership, and business development while maintaining exceptional service standards. The position offers flexibility in office...Private clientHigh net worthRemote jobWork at office
$175k - $225k
...approach to solving our clients' problems and assisting them... ...Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private... ...support, and timely execution Manage risk, staffing and... ...Qualifications: Bachelor’s degree in Accounting 8 + years’ of tax...Private clientHigh net worthPart timePrivate practiceWork at officeFlexible hours- ...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...in our Private Client Services (PCS) practice oversee multiple engagement... ...Trusts and Estates.Managers can expect to:Engage... ...experience in an accounting firm, with at least...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
$130k - $175k
...approach to solving our clients' problems and assisting them... ...re currently growing Our Private Client Services (PCS) practice. PCS works with private... ...clients with a variety of accounting and support services... ...financial reports Oversee and manage the accounting functions...Private clientHigh net worthPart timePrivate practiceWork at officeFlexible hours- Alvarez & Marsal in the United States seeks a Director for Private Client Services, Tax to guide tax strategy for high net worth individuals and... ...client relationships. You will supervise Associates and Managers, manage budgets and deadlines, and contribute to business development...Private clientHigh net worth
- ...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
- Andersen Tax LLC is seeking a Manager in our Private Client Services (PCS) practice to oversee multiple engagement teams serving high-net-worth clients, family offices, and owner-operated entities. The role includes client communication, tax return reviews, and strategy...Private clientHigh net worthPrivate practice
$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- ...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
- 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
- ...Client Advisor Award-winning, inclusive, Top Workplace culture... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...information about their risk management needs and financial loss...Private clientHigh net worthLocal areaNight shift
- ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...a member of the Private Client Services practice, Tax Directors oversee... ...communication with clients to manage expectations, ensure... ...experience with an accounting firm, including at...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
$60k - $65k
...Job Title: Account Manager Job Type: Full - Time (Onsite) Location:... ..., FL Overview: Our client is seeking an Account Manager... ...clients receive exceptional service, proactive communication, and... ...related field (or equivalent practical experience). ~3+ years of...Full time- ...looking to hire a Senior Tax Manager HNW/Private client and Private Equity... ...tax planning and compliance services to high net worth and private... ...clients Assisting entire Tax practice in resolving day-to-day... ...preferred ~ Public accounting experience required ~ Strong...Private clientHigh net worthWork at office
$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- BDO is seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients, including families, family offices, executives, and related structures. The role emphasizes leadership, client contact, tax planning, and...Private clientHigh net worth
- ...3 to 5 years customer service experience in the insurance... ...to travel based on client and business... ...complex and multi-line accounts across a variety of industries... ...products and risk management solutions, referring opportunities... ...client service best practices.Experience with agency...
- Alvarez & Marsal seeks a Manager in Private Client Services, Tax to provide tax planning and compliance for high net worth clients. You will lead tax projects, supervise Associates, and contribute to business development with a client-focused, collaborative team. You will...Private clientHigh net worth
- Jobot is seeking a seasoned Private Client Services professional to manage UHNW clients in a growing CPA firm in Florida. The role focuses on estates, trusts... ...UHNW clients and mentoring staff. A Master's in Accounting/Taxation is preferred. The firm offers strong benefits...Private clientHigh net worth
- ...empathetic, organized, and proactive Account Manager to manage relationships with an established... ...of approximately 200–400 medical practice accounts. This role focuses on delivering exceptional customer service, resolving client concerns, maintaining strong relationships...Work at office
- BDO USA is seeking a Tax Experienced Senior in Private Client Services to deliver tax compliance and consulting for high net-worth clients. The role emphasizes leadership, communication, and business development within a fast-paced, client-focused environment. You'll work...Private clientHigh net worthWork at office
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