Account Manager- Private Client Services HNW Yacht Practice

Account Manager - Private Client Services (HNW Yacht Practice)

Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid‑sized businesses across the country. MMA’s services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals.

MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks.

Marsh & McLennan Agency – Florida is seeking candidates for the following position based in our Palm Beach Gardens office:

The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our Private Client Services Yacht and Boating client base. This is an exciting opportunity to join a well‑established company and gain valuable experience working in a professional atmosphere.

• Manage a book of yacht/boat clients, including securing and processing renewals, remarketing, and responding to clients’ requirements.
• Quote new business, prepare market summary documents for binding, and collaborate with producers and clients in securing the business.
• Be proficient with HNW online quoting systems and learn underwriting guidelines.
• Be proficient with the agency’s management system, documenting, making new transactions, setting up clients, and updating correspondences.

• 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 an ever‑changing environment, ability to work under pressure in a fast‑paced environment, manage multiple projects, and meet deadlines.
• Ability to interact with various personality styles and manage requests from multiple sources.

• Bachelor’s degree or higher.
• Strong proficiency and experience with Applied EPIC.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well‑being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.

Some benefits included in this role are:

• 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.

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We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.