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Last updated: 4 days ago

High Net Worth Account Manager

Oliver Wyman, LLCMaitland, FL, United States
Full-time

High Net Worth Account Manager.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 brighte... Show more

Wealth Advisor III - Orlando

SunTrust Investment Services, Inc.Orlando, FL, United States
Full-time

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client... Show more

Private Client Relationship Manager

First Horizon BankOrlando, FL, US
Full-time

Location: On site as described in posting.Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients.You are responsible f... Show more

Remote Corporate Treasury Expert - AI Trainer ($2000-$2000 per hour)

MercorOrlando, Florida, US
Remote
Full-time

About the work**We're building a high-quality library of corporate treasury work products.You'll complete self-contained treasury exercises from mock files (bank statements, exposure schedules, cre... Show more

Remote Corporate Treasury Expert - AI Trainer ($2000-$2000 per hour)

MercorAltamonte Springs, Florida, US
Remote
Full-time

About the work**We're building a high-quality library of corporate treasury work products.You'll complete self-contained treasury exercises from mock files (bank statements, exposure schedules, cre... Show more

Marketing Analyst: Future Opportunities at Net Conversion

Net Conversion LLCOrlando, FL, United States
Full-time

Marketing Analyst: Future Opportunities at Net Conversion.Are you a marketing enthusiast with a knack for developing digital media strategies and campaigns? Do you excel at transforming insights in... Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of TruckingORLANDO, FL, USA
Full-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more

Public Tax Manager

NorthPoint Search GroupOrlando, FL, United States
Full-time

A CPA-certified tax professional with at least five years of public accounting experience and a minimum of two years in a managerial role.Manages complex tax compliance for partnerships and other p... Show more

Remote Revenue-cycle analytics / decision-support / RCM reporting leader - AI Trainer ($100-$100

MercorOrlando, Florida, US
Remote
Full-time

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Revenue Cycle Analytics and Decision-Support leaders — includin... Show more

Tech Lead ( Remote ) -.Net, Angular

AssistRxOrlando, FL, US
Remote
Full-time
Quick Apply

Drive the execution and delivery of features by collaborating with many cross functional teams, architects, product owners, and developers.Experience with short release cycles, feature toggle imple... Show more

Wealth Advisor Orlando, FL

Sequoia Financial GroupOrlando, FL, United States
Full-time

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services.At Sequoia, we exist with a sin... Show more

Independent Sales Representative (1099) Florida | Independent Contractor | Commission-Based

Wellcosan GmbHOrlando, Florida, US
Part-time

Flowell is a high-quality compression therapy brand backed by Germany-based Wellcosan GmbH, the team behind established European brands Reboots and Venen Engel, with .We combine medical-grade Germa... Show more

High Net Worth Account Manager

Mercer FranceMaitland, FL, United States
Full-time

High Net Worth Account Manager.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 brighte... Show more

Private Client Relationship Manager

First HorizonOrlando, FL, United States
Full-time

Private Client Relationship Manager.As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients.You are responsible for advising yo... Show more

Assistant Painter

Spray-Net West OrlandoOrlando, FL, US
$20.00 hourly
Full-time

Looking to get in on the ground floor to learn the job work your way up? Like working in a team? This might just be the role for you!.Full-time positions available starting: Mid August .Daytime, ev... Show more

Wealth Advisor III - Orlando

TruistOrlando, FL, United States
Full-time +2

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client... Show more

Software Developer w Angular - Full Stack ( remote )

AssistrxOrlando, Florida, United States
Remote
Full-time

Drive the execution and delivery of features by collaborating with many cross functional teams, architects, product owners, and developers.Experience with a microservice architecture and platform-b... Show more

Experienced Full Stack.NET Engineer

Biller GenieOrlando, FL, US
Full-time
Quick Apply

NET Engineer Location:  Orlando, FL Work Arrangement: Full-time, In-Office Position Overview:  We are seeking experienced AI-enabled .NET full-stack engineers who can quick... Show more

Tax Specialist (Remote)

New Day Executive SearchOrlando, FL, United States
Full-time

Remote | $100,000$150,000+ | Boutique CPA Firm.Are you a CPA with a strong federal tax background who enjoys complex tax work but is ready to leave the traditional public accounting grind behind?.W... Show more

Transportation Monorail Maintenance - Monorail System Specialist

Walt Disney World ResortOrlando, Florida, United States
Full-time

We make the impossible, possible.We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive game... Show more

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High Net Worth Account Manager

High Net Worth Account Manager

Oliver Wyman, LLCMaitland, FL, United States
12 days ago
Job type
  • Full-time
Job description

High Net Worth Account Manager

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 High Net Worth Account Manager at MMA.

Marsh McLennan Agency (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.

This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings.

As an Account Manager on the High Net Worth team, you'll

  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
  • Responsible for documenting and answering client calls, emails and mail transactions.
  • Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
  • Communicates with clients to obtain additional information to complete transactions.

Our future colleague.

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

  • High school diploma or equivalent
  • Active 2-20 insurance license
  • 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word

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

  • Bachelor's degree or higher
  • Bi-lingual (English/Spanish)
  • Epic or Sagitta system experience
  • Industry Designations

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 and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture

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.