Senior Private Client Advisor - Yacht

Company:

Marsh McLennan Agency

Description:

Yacht 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,