Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
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
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Client Service Administrator at HearingLife Canada serving as the first contact for clients. Managing appointments and providing administrative support to boost customer satisfaction.