Private Client Services -Account Manager- Florida
Marsh & McLennan Companies

Job Info

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RELOCATION ASSISTANCE TO FLORIDA MAY BE AVAILABLE

Senior Client Advisor, Personal Lines - Private Client Services

This role acts as the primary contact for clients in relationship to overall management of Personal Lines insurance programs in Florida.

The senior client advisor is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients.

What can you expect?

This position is critical to successfully support a high volume book of business to our Private Client clientele
You will receive on the job, computer based and side-by-side training to become successful in this role
Work alongside tenured colleagues to gain experience and skill sets for professional growth
What is in it for you?

A company with a strong brand and strong results to match
Culture of internal mobility, collaboration and valued partnership with HR from the business.
Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
Competitive pay (salary and performance bonus potential), Full benefits package - starting day one (medical, dental, vision, life insurance, 401k match AND contribution).
Flexible work opportunities for work/life balance
Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
We will count on you for the following responsibilities:

Client

Reviews client exposures, loss experience and current coverages and recommends appropriate products and services
Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks
Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email
Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk
Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews where appropriate
Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
Conducts Client Advisory Reviews via face-to-face meetings. On larger or more complex clients a manager/colleague will be present
Ability to quote coverages for existing clients
Confidence in cultivating opportunities from within their client's centers of influence

Operational Excellence:

Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
Communicates client's risk solution and binding instructions to carriers
Utilizes the (TAM) Applied system in an accurate and timely manner to enter and maintain all pertinent account information
Ensures that all regulatory requirements are met and complies with all internal policies and procedures
Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact
What you need to have:

3 - 5 years' insurance experience with High Net Worth (HNW) clientele
Property & Casualty (P&C) License
Previous Personal Lines Insurance experience with HNW clientele PREFERRED
Client facing experience
Client service orientation with balance on managing expectations
Excellent verbal & written communication skills
Ability to maintain confidentiality and professionalism
Ability to adhere to policies, practices & procedures
Ability to work well in a team environment
Strong technical and computer skills (MS Office tools, etc.)
Flexibility to travel in the surrounding local area as client and company needs require
What makes you stand out?

College Degree, preferred
Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc.
Previous experience with The Agency Management System (TAM) or similar system preferred
Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

PCS2020

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