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Account Analyst, Business Insurance

4 months ago

Portland, Oregon, United States Marsh McLennan Agency Full time

Account Analyst, Business Insurance

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 9,000 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 a Small Business Account Manager on our Business Insurance team 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 170 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.

The Account Analyst at Clark Insurance, a Marsh McLennan Agency, supports the account management team with various administrative service functions in the Business Insurance Department.

What can you expect to do?

  • Process all incoming mail for assigned team
  • Process notices of cancellations, non-renewals, and reinstatements notices. Communicate issues to the account management team (or Account Executive on new business)
  • Review for accuracy and process applications, binders, endorsements, renewals, new business policies, census/enrollment requests, and certificates of insurance (applicable by department)
  • Handle billing questions, auto ID cards, verification of insurance phone call requests from customers and mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes
  • Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for the account management team
  • Assist team with the preparation of applications and supporting documents
  • Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
  • Communicate with account management team and Director to provide regular input on all account activity, and workload
  • Be familiar with, and adhere to the department's procedure manual for the processing of your work processes
  • Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
  • Continue to update job knowledge by participating in educational opportunities
  • Additional responsibilities include ordering and organizing loss runs, data entry in Sagitta, 1st Policy Check, basic billing functions, on-demand certificates, and updating program charts

Our future colleague.

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

  • Strong data entry skills
  • Technical capacity with proficiency in Microsoft Office software programs
  • Good communication skills
  • Good organizational and time management skills
  • Customer focused
  • Willingness to take direction from team members
  • Detail oriented
  • 2 years of insurance experience or undergraduate degree preferred
  • Currently pursuing an insurance education designation or willingness to obtain one

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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
  • Comprehensive medical, dental and vision plans
  • 401K and company match program
  • 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 online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

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.

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