Personal Lines Account Specialist
Marsh LLC - Vero Beach, FL
Apply NowJob Description
Join Our Dynamic Team as a Personal Lines Account Specialist! Our Commitment to Excellence. At Marsh McLennan Agency (MMA), we take immense pride in cultivating an inclusive and award-winning work culture that values each team member's unique contributions. With over 11,000 talented professionals, we strive to deliver impactful work every day. Discover how you can be a vital part of our team as a Personal Lines Account Specialist. As a leading provider of business insurance, employee health & benefits, retirement solutions, and personal client insurance, MMA connects individuals and organizations to limitless opportunities across 200 North American offices. We combine the personalized touch of local consultants with the vast resources of Marsh McLennan, the world’s leading professional services firm. Your Role: A Day in the Life. As a valued member of our Personal Lines team, you will: Educate clients, carrier representatives, and underwriters; proactively develop new business through existing accounts and assigned leads in accordance with our established best practices. Evaluate coverage acceptability and placement, collecting premium payments as required. Address billing issues and service requests promptly, ensuring thoroughness and accuracy. Track change requests, review policy documents for precision, and oversee the delivery of change documents to clients. Manage all transactions and paperwork for assigned accounts, ensuring seamless internal processes. Support clients with both routine and complex inquiries about our products and services. Accurately document and respond to client communications via calls, emails, and mail. Effectively address client correspondence, providing well-informed responses using all necessary resources. Communicate with clients to gather additional information as needed to complete transactions. What You Bring to the Table. We're looking forward to meeting you if you possess: A high school diploma or equivalent. An active, valid Florida 2-20 insurance license. A minimum of 3 years in the personal lines insurance sector, with comprehensive knowledge of personal lines products. Proficiency in MS Office, particularly Excel. Additional Qualifications that We Appreciate. A bachelor’s degree or higher. Experience with Sagitta and Image Right. Experience with EPIC software. Relevant designations. We understand that exceptional candidates come in various profiles. If you think you’re close to what we’re looking for, we’d be thrilled to meet you! What We Offer: Valuable Benefits. We care deeply about our colleagues and the impact they have, both professionally and personally. Our robust benefits programs and resources promote well-being and professional development, encouraging you to pursue passions beyond work. Some benefits you can expect include: Generous time off policies, including personal and volunteering leave. Tuition reimbursement and ongoing professional development. Flexible and hybrid work options. Charitable contribution matching programs. Stock purchase opportunities. Competitive salary and compensation packages. Opportunities for entrepreneurial leadership. Access to unmatched resources. A commitment to our core values and an inclusive culture. To learn more about a career with MMA, please visit our careers page or check out our recruiting brochure. Join us in a workplace that reflects the diverse backgrounds and perspectives of our clients and colleagues. We actively seek those with talent and ambition who are excited to be part of client-focused teams. Marsh McLennan and its affiliates are proud to be equal opportunity employers.
Created: 2026-03-04