Find your dream job faster with JobLogr
AI-powered job search, resume help, and more.
Try for Free
Marsh

Marsh

via Indeed

All our jobs are verified from trusted employers and sources. We connect to legitimate platforms only.

Yacht Client Advisor Manager

Palm Beach Gardens, FL
Full-time
Posted 12/6/2025
Verified Source
Key Skills:
Personal lines insurance
Property & Casualty (P&C) License
Client service
Team management
Yacht insurance
Client relationship management
Forecasting and performance reviews
Regulatory compliance

Compensation

Salary Range

$90K - 130K a year

Responsibilities

Manage a client advisory team, ensure client satisfaction, oversee compliance, conduct performance reviews, and develop business plans.

Requirements

5+ years managing teams, 3-5+ years personal insurance experience, P&C license, client-facing skills, and yacht insurance experience.

Full Description

Client Advisor Manager - Yacht Team 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. 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 make your mark as a Client Advisor 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 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. As our Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings. You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development. For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions. Our future colleague. We’d love to meet you if your professional track record includes these skills: • Personal lines insurance experience with High-Net-Worth clientele  • Property & Casualty (P&C) License  • Client service orientation with balance on managing expectations.  • Ability to travel for client and company meetings as needed  • 5+ years experience managing individuals and team goals • 3-5+ years personal insurance background required with client facing experience • Demonstrate an understanding of cultivating opportunities from within their client’s centers of influence • Yacht insurance experience 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: • Generous time off, including personal and volunteering • Tuition reimbursement and professional development opportunities • Hybrid work • Charitable contribution match programs • Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: • Instagram • Facebook • X • LinkedIn Who you are is who we are. 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. #MMAPCS #LI-Hybrid

This job posting was last updated on 12/8/2025

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt