Senior Private Client Account Specialist

Join Our Team as a Senior Private Client Account Specialist! Why Choose Us? At Marsh McLennan Agency (MMA), we take pride in our exceptional culture and commitment to inclusion. With a team of over 9,000 talented professionals, we are dedicated to delivering meaningful work that makes a real impact every day. Discover why we are recognized as a Top Workplace and how you can thrive in your role. We offer a diverse array of business insurance, employee health & benefits, retirement solutions, and private client insurance services for individuals and organizations. With 170 offices across North America, we combine personalized consultancy with the extensive resources of Marsh McLennan (NYSE: MMC). A Day in Your Role: As a Senior Account Specialist on our Private Client team, you will manage a dedicated book of business, focusing on client retention through exceptional customer service. Your responsibilities will include: Responding to client inquiries via phone and email regarding policy changes and coverage requests. Collaborating with producers and the marketing team to review new and renewal business. Completing applications and endorsement requests, and managing billing when necessary. Supporting producers by preparing insurance summaries, proposals, and schedules. Maintaining an organized follow-up system for outstanding tasks and correspondence. Documenting client interactions and managing customer accounts within our agency automation system. What We're Looking For: If you possess the following qualifications, we would love to meet you: A current Florida 2-20 or 20-44 license. A strong understanding of High Value Personal Lines insurance, including underwriting, carriers, coverage options, and industry operations. Excellent communication skills to effectively discuss complex issues with clients, carriers, and prospects. A college degree or an equivalent combination of education and experience. Bonus Qualifications: While not mandatory, the following skills would be advantageous: Familiarity with EPIC/Sagitta Agency Management Systems and ImageRight. Experience in upselling and broadening coverage for existing clients during service interactions. We Value Your Contributions: At MMA, we recognize and appreciate the significant contributions of our colleagues both within and outside the organization. Our culture promotes well-being and work-life balance, reflected in our comprehensive benefits package, which includes: Generous time off, including personal and volunteer days. Health insurance coverage. 401(k) retirement plan. Professional development opportunities. Hybrid work arrangements. Six weeks of paid parental leave for new parents. Charitable contribution matching programs. Opportunities for stock purchase. Join Us! If you're enthusiastic about being part of a dynamic team where your skills can shine and grow, we want to hear from you. Apply now and discover a rewarding career at MMA! We celebrate diverse backgrounds and perspectives. Join our client-focused teams at Marsh McLennan, where everyone is valued. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Created: 2026-03-11