Yacht Private Client Advisor

Posted 17 Days Ago
Be an Early Applicant
Fort Lauderdale, FL
49K-92K Annually
Entry level
Fintech • HR Tech • Insurance • Consulting
The Role
As a Private Client Advisor for the Yacht team, you'll manage a high-volume clientele, providing personalized service and risk management solutions. Responsibilities include client communication, negotiating with insurers, and developing new business through referrals. You'll ensure accuracy in client information management using an agency system.
Summary Generated by Built In

Company:Marsh McLennan Agency

Description:

Private Client Advisor 

 

Our not-so-secret sauce. 

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA) 

 MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). 

 

A day in the life 

As our Private Client Advisor on the Yacht team, you will support a high-volume book of business for our Private Pleasure Yachts Clients. You'll provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions in person, over the phone, or via email. You’ll gather information related to the client needs and propose a variety of solutions to manage the clients risk. You will need to negotiate with multiple insurance carriers to provide comprehensive coverage options while conforming to all laws and regulations. You will be responsible for new business development of your assigned book of business through referrals and expanding existing client programs. You will use an agency management system to maintain all pertinent account information accurately and in a timely manner.  
 

Our future colleague. 

We’d love to meet you if your professional track record includes these skills: 

  • Insurance experience with High Net Work clientele 

  • Property and Casualty (P&C) license 

  • Client facing experience with strong professionalism skills including confidentiality, professional written and verbal communication, team player attitude, and a sense of urgency  

  • Some travel required

 

These additional qualifications are a plus, but not required to apply: 

  • Yacht or marine insurance experience 

  • College degree 

  • Professional designations are a plus, e.g. CPCI, CIC, CPRIA 

  • Relationship with carriers 

  • Experience using an agency management system 

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. 

Valuable benefits. 

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 fulfilment outside of work.    

Some benefits included in this role are: 

  • Generous time off, including personal and volunteering 

  • Tuition reimbursement and professional development opportunities 

  • Hybrid work  

  • Charitable contribution match programs 

  • Stock purchase opportunities 

 

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw  

Follow us on social media to meet our colleagues and see what makes us tick:  

  • https://www.instagram.com/lifeatmma/ 

  • https://www.facebook.com/LifeatMMA 

  • https://twitter.com/marsh_mma 

  • https://www.linkedin.com/company/marsh-mclennan-agency/ 

 

Who you are is who we are.  

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.  

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. 

 

The applicable base salary range for this role is $49,410 to $92,190. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.  

  

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs. 

 

 

 

 

 

 

 

 

 

 

 

#MMAPCSN

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The Company
HQ: New York, NY
78,000 Employees
On-site Workplace
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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