Job Details

Private Client Account Manager

Company name

Palm Beach Gardens, FL

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Celedinas Insurance Group, a Marsh and McLennan Agency LLC Company

Location: Palm Beach Gardens, FL


Role Overview

We are seeking to add an experienced Account Manager to our Private Client Division.  The Account Manager is responsible for providing exceptional customer service and supporting the service needs of our affluent client base.  Our ideal candidate has had experience working with high net worth clientele and their unique insurance needs in a fast-paced corporate environment.  We are looking for a confident, sales-oriented individual, who is committed to providing the highest service and quality standards set forth by the agency.  This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere.

Essential Duties and Responsibilities

Maintain client relationships with phone calls and office visits

Inform, educate, and make recommendations to clients, carrier representatives, and underwriters

Determine acceptability and placement of coverage and collect premium payments when applicable

Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures

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

Maintain detailed knowledge of carriers, products, and services offered

Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Ensure account data is accurately captured, entered, and maintained in the agency management system

Any other assignments based on company need


Current and valid 2-20 Florida license is required

Minimum of 3 years experience in middle market or high net worth personal lines industry

Ability to provide exceptional customer service is required

Key relationships with luxury carriers, such as AID, Chubb, PURE preferred

Thorough knowledge of personal lines products and the unique needs of high net worth clientele

Polished interpersonal skills, including relationship-building skills with clients and co-workers

Strong verbal and written communication skills

Proficient in Microsoft Office Suite, including Excel, Outlook and Word

Applied (EPIC) system experience preferred

Company info

Website :

Company Profile
Marsh & McLennan Companies is a professional services firm like no other — a global network of nearly 65,000 experts in risk, strategy, and people, united by an unusually collaborative culture that transcends business units and borders. We bring the best people together to help clients discern new possibilities and pursue them with success. For 147 years, we have grown by helping our clients prosper amid changing times and technologies, from the Industrial Revolution to the digital age. Our work today embraces many of society’s most complex challenges: sustainable business growth; the health, wealth, and performance of organizations' people; resource security; cyber security; economic instability; climate change; and terror threats.

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