Private Client Marketing Specialist
| Company | Marsh & McLennan |
|---|---|
| Location | Clearwater, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Current Florida 2-20 license
- Ability to work as part of a team in a fast pace, high pressure environment while you communicate to all involved parties in a timely, accurate, and professional manner
- Provide technical assistance to producers and account managers regarding policy forms and endorsements
Responsibilities
- Analyze risks and evaluate insurance coverages available in the marketplace to determine the proper amounts and types of coverage appropriate for client’s and prospective client’s exposures
- Work closely with producers and account managers to formulate complete submissions and propose a comprehensive marketing approach
- Achieve the most desirable combinations of costs and coverage through negotiations with underwriters and brokers
- Analyze quotes to identify the best options and prepare the client proposals accordingly
- Provide technical back up at presentations and client meetings
- Confirm and bind policies as negotiated with insurance companies
Preferred Qualifications
- Experience working with High-Net-Worth clients and carriers
- Career development includes obtaining professional insurance designations
- Knowledge of Sagitta Agency Management System and Image Right, or willingness to learn