Full-Time

Private Client Marketing Specialist

High-Net-Worth Team

Posted on 10/3/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Clearwater, FL, USA

Hybrid

Hybrid work arrangement.

Category
Growth & Marketing (1)
Requirements
  • Current Florida 2-20 license
  • College degree desirable; Three years’ experience in Personal Lines Sales; or equivalent combination of education and experience.
  • 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
  • As our Private Client Marketing Specialist on the High-Net-Worth team, you’ll 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. You must 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 negations with underwriters and brokers. You will analyze quotes to identify the best options and prepare the client proposals accordingly. If needed, you will provide technical back up at presentations and client meetings. Confirm and bind policies as negotiated with insurance companies.
Desired Qualifications
  • These additional qualifications are a plus, but not required to apply:
  • * 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.

Company Size

N/A

Company Stage

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Total Funding

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Headquarters

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Founded

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INACTIVE