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. 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. Responsibilities 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 follow up to delivery of change documents to clients. Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Support clients with standard and complex inquiries regarding coverages, products, and services the company offers. Document and answer client calls, emails and mail transactions. Collaborate and respond formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response. Communicate with clients to obtain additional information to complete transactions. Qualifications 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. Additional Qualifications (Preferred) Bachelor’s degree or higher. Bi-lingual (English/Spanish). Epic or Sagitta system experience. Industry Designations. Benefits 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. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr