Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
About the role
- Account Manager managing yacht and boating client portfolios at Marsh & McLennan Agency. Providing exceptional service and collaborating with producers on business acquisition and renewal.
Responsibilities
- 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
Requirements
- 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.
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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