Business Insurance Sr. Account Associate

Company:

Description:

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. More than 11,000 of 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 thrive as an Business Insurance Sr. Account Associate​ at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Sr. Account Associate, you will:

• Intermediate to advanced Knowledge of Agency Management System

• Actively involved with Client Team on client deliverables & meeting client expectations

• Steps in to support account team members on any/all functions as needed

• Assists other Senior Account Associates during high volume times as needed

• Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)

• Provides New Business and Renewal Support based on the following tasks:

  • Compiles Broker of Record Letters

  • Updates Renewal Flow Checklist

  • Prepares Loss Summary

  • Transmits Renewal Request to Client via email or Indio

  • Gathers Renewal Information from Client and updates AMS accordingly

  • Runs ModMaster Reports

  • Follows up on Submissions with Markets

  • Generates Proposal or coordinates proposal support with Vendor

• Provides General Service Support based on the following tasks:

  • AMS Data Entry: new business support, renewal support, special projects

  • New Mail Support

  • Download Carrier Documents

  • Create / update Certificate and Evidence of Property Templates

  • Follow up with carriers for policies and endorsements

  • Perform second review of policy upon receipt of checklist from Vendor

  • Order Endorsements, review upon receipt and address discrepancies

  • Create / update Schedules of Insurance

  • Create Loss Policy Releases

  • Address Cancellations / Reinstatements

  • Review audits and address discrepancies

  • Accounting Tasks:

    • Premium Allocations

    • Invoicing (Renewal policies, audits, endorsements)

    • Accounts Receivable Monitoring

    • Check Requests, AR Adjustments, Cash on Account

    • Finance Agreements

    • Accounting Discrepancies

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 1 to 2 years prior experience

• Associate degree preferred

• Bachelor’s degree a plus

• Advanced Degree (RMIN, Finance, Accounting) experience a plus

• Advanced Designation a plus (AAI/CISR)

• Ability to perform duties independently & proactively

• Developing, professional approach to internal & external customer service

• Developing effective delegation skills

• Strong listening, verbal and written communication skills, customer service skills

• Strong attention to detail and sense of urgency and problem-solving abilities

• Strong understanding of prioritization & organizational skills

• Team player and eager to learn

• Reliable and punctual

• Supports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client Team

• No direct carrier interaction but understands the importance of strong carrier relationships

• Intermediate to advanced application of tools & resources

• Intermediate to advanced application of Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

• Property Casualty Resident’s License Required

• Annual CE Requirement

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