High Net Worth Account Manager

About the role

Marsh McLennan Agency (MMA) is hiring a High Net Worth Account Manager for a hybrid position (2 days a week) based in its Miami office, which may require in-person client-facing meetings. The role serves clients seeking business insurance, employee health and benefits, retirement and private client insurance solutions.

Key responsibilities

• Inform, educate and recommend to clients, carrier representatives and underwriters
• Develop new business from existing accounts and assigned leads in line with standard practices and policies
• Determine the acceptability and placement of coverage and collect premiums where applicable
• Resolve billing issues and service requests while keeping them timely and complete
• Monitor change requests, review policy documents for accuracy and follow up on delivery of changes to clients
• Oversee the preparation and implementation of transactions, paperwork and internal processing for assigned accounts
• Answer client calls, emails and mail, and respond formally to client correspondence verbally or in writing
• Communicate with clients to obtain additional information needed to complete transactions

Required profile

• 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
• Bachelor's degree or higher, and bi-lingual English/Spanish, are a plus but not required

Required skills

• Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
• Epic or Sagitta system experience is a plus

What we offer

• 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