Yacht Client Advisor Manager; Remote East Coast

Client Advisor Manager – Yacht Team

Marsh McLennan Agency (MMA) offers business insurance, employee health & benefits, retirement, and private client insurance solutions. This role is based in Miami, FL, within a Top Workplace culture that values inclusive, award‑winning work and purposeful impact.

Day in the life

• Lead and manage a dynamic client advisory team, ensuring top‑notch service and client satisfaction.
• Collaborate with sales to assign advisors and manage transitions, promoting a OnePCS mindset and building strong relationships across the organization.
• Support Centers of Influence (COIs) to enhance service offerings.
• Forecast, conduct performance reviews, and address underperformance.
• Maintain relationships with local and regional carriers, staying informed about contract changes and underwriting guidelines.
• Handle client communications, presentations, and participate in hiring and interviews.
• Manage workload, resources, and conduct regular staff meetings and one‑on‑ones.
• Conduct advisory reviews for larger clients and resolve complex underwriting issues.
• Develop training and succession plans for the team.
• Monitor KPIs to deliver financial results and develop business plans for referrals, new business, and cross‑selling opportunities.
• Report weekly, monthly, and quarterly, leading a hybrid workforce and communicating the agency’s vision.

Qualifications

• Personal lines insurance experience with High‑Net‑Worth clientele.
• Property & Casualty (P&C) license.
• Client‑service orientation with balance on managing expectations.
• Willingness to travel for client and company meetings.
• 5+ years of managing individuals and team goals.
• 3–5+ years personal insurance background with client‑facing experience.
• Ability to cultivate opportunities from client’s COIs.
• Yacht insurance experience.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Marsh McLennan and its affiliates are equal‑opportunity employers serving underrepresented groups.