Insurance Account Manager handling client inquiries and policy management for David Kay Insurance Agency. Responsible for maintaining solid customer relationships and providing service support.
About the role
- Insurance Associate collaborating with Client Advisory teams at Marsh McLennan Agency. Handling client meetings, administrative tasks, and supporting new business processes in the yacht division.
Responsibilities
- Collaborate with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings
- Assist in the client review process by ordering designated summaries ahead of the review target date and supporting the team in the preparation of stewardship reviews
- Work on updating summaries, creating spreadsheets and other documents as requested, binding materials, obtaining quotes, and remarketing when applicable
- Assist in the new business process by establishing Applied files, creating binders, identification cards, cancellation forms, and coordinating the delivery of new business policies
- Quote coverage via carrier websites, locate carrier-specific information, and obtain policy declarations
- Support Client Advisor Managers and Client Advisors by scheduling client, carrier, and guest visits, including managing security clearances, reserving meeting spaces, and providing proper greetings
- Process endorsements, handle mortgage/lienholder inquiries, respond to client identification requests, and address billing inquiries
Requirements
- Working knowledge of Microsoft Office Suite
- Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively
- Detail oriented to ensure accuracy
- Possess self-discipline, self-motivation, and ability to meet assigned objectives
- Holds appropriate P&C license or ability to obtain within 6 months of hire
- College degree and/or prior insurance experience (additional qualification)
- Previous experience servicing High Net Worth Clientele (additional qualification)
- Interest in Yacht or Marine Insurance business (additional qualification)
- Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed (additional qualification)
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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