Business Insurance Sr. Account Associate

4 weeks ago


Atlanta, United States Marsh & McLennan Full time

Business Insurance Sr. Account AssociateAward-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 a 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).A day in the life. As a Business Insurance Sr.

Account Associate, you will:Intermediate to advanced knowledge of Agency Management SystemActively involved with Client Team on client deliverables & meeting client expectationsSteps in to support account team members on any/all functions as neededAssists other Senior Account Associates during high volume times as neededIntermediate 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 LettersUpdates Renewal Flow ChecklistPrepares Loss SummaryTransmits Renewal Request to Client via email or IndioGathers Renewal Information from Client and updates AMS accordinglyRuns ModMaster ReportsFollows up on Submissions with MarketsGenerates Proposal or coordinates proposal support with VendorProvides General Service Support based on the following tasks:AMS Data Entry: new business support, renewal support, special projectsNew Mail SupportDownload Carrier DocumentsCreate / update Certificate and Evidence of Property TemplatesFollow up with carriers for policies and endorsementsPerform second review of policy upon receipt of checklist from VendorOrder Endorsements, review upon receipt and address discrepanciesCreate / update Schedules of InsuranceCreate Loss Policy ReleasesAddress Cancellations / ReinstatementsReview audits and address discrepanciesAccounting Tasks: Premium Allocations, Invoicing (Renewal policies, audits, endorsements), Accounts Receivable Monitoring, Check Requests, AR Adjustments, Cash on Account, Finance Agreements, Accounting DiscrepanciesOur future colleague. We'd love to meet you if your professional track record includes these skills:1 to 2 years prior experienceAssociate degree preferredBachelor's degree a plusAdvanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced Designation a plus (AAI/CISR)Ability to perform duties independently & proactivelyDeveloping, professional approach to internal & external customer serviceDeveloping effective delegation skillsStrong listening, verbal and written communication skills, customer service skillsStrong attention to detail and sense of urgency and problem-solving abilitiesStrong understanding of prioritization & organizational skillsTeam player and eager to learnReliable and punctualSupports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client TeamNo direct carrier interaction but understands the importance of strong carrier relationshipsIntermediate to advanced application of tools & resourcesIntermediate to advanced application of Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in ExcelProperty Casualty Resident's License RequiredAnnual CE RequirementWe 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 fulfillment outside of work.Some benefits included in this role are:Medical, dental and vision insurance401K and company match programCompany-paid life and disabilityGenerous paid time off programsEmployee assistance program (EAP)Volunteer paid time off (VTO)Career mobilityEmployee networking groupsTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunities



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