Senior Private Client Advisor - Yacht

3 Months ago • All levels

Job Summary

Job Description

As a Yacht Private Client Advisor, you will support a high-volume book of business for Private Pleasure Yachts Clients. You will provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions. You will gather information to propose solutions to manage clients' risks and negotiate with insurance carriers. You will also be responsible for new business development and maintaining account information accurately.
Must have:
  • Insurance experience with High Net Worth clientele
  • Property and Casualty (P&C) license
  • Client-facing experience with professionalism
  • Some travel required
Good to have:
  • Yacht or marine insurance experience
  • College degree
  • Professional designations
  • Relationship with carriers
  • Experience using an agency management system
Perks:
  • Generous time off
  • Tuition reimbursement
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job Details

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, 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://twitter.com/marsh_mma 

 

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. 

 

 

 

 

 

 

 

 

 

#MMAPCSN

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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