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Senior Account Assistant

2 months ago

Dayton, United States Marsh McLennan Agency Full time

About Marsh McLennan Agency Midwest

Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

The Senior Account Assistant provides administrative and technical support to the team in order to facilitate excellent client service by assisting with the daily management of various administrative and technical aspects of client accounts, as delegated by the Account Manager following Agency and carrier guidelines.

ESSENTIAL RESPONSIBILITIES:

Determines eligibility by obtaining information on clients including ordering MVR’s Compiles and sends submissions to Markets to obtain quotes and assists in ordering policies Maintains accurate system Information according to Agency, Carrier and E&O Guidelines Provides assistance to clients on routine inquiries including certificates and policies, and other items regarding the clients’ account Assists the Account Manager in the administration and preparation of summaries and proposals, direct notice of cancellations, and other assigned notices to client Completes ACORD Applications Checks policies, reviews Policy Checker notes and orders appropriate policy corrections Assists in the administration of endorsements including invoicing and submitting requests Prepares and sends invoices Administers audits and tracking invoicing and received payments Reviews simple contracts Prepares renewal documents and comparisons by inquiring about updates from client and learns to negotiate renewals Works directly with clients, underwriters and Account Managers to ensure client needs are met Enhances position knowledge by learning to understand complex contracts, bid spec/contract review and premium allocations

EDUCATION & EXPERIENCE:

High School Diploma or equivalent required Learn Basic Property and Casualty Insurance Terms Complete “How Insurance Works” Course or have equivalent knowledge INS 21 – Property & Liability Insurance Principles

SKILLS & ABILITIES:

Excellent communication skills, including listening, speaking and writing Computer literacy for correspondence, data entry, e-mail, Internet, Carrier websites, spreadsheets and accessing data from company systems; Proficient in Microsoft Office 2010 (Outlook, Word and Excel) Demonstrate our Values Integrity - Demonstrates professional behaviors with honesty and respect Collaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers. Passion for customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients’ business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients’ expectations. Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client as well as knowledge of the insurance industry. Accountability - Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations.

These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.

PHYSICAL DEMANDS:

Sit for long periods of time, stand, walk, move about the facility, bend, stoop, and climb stairs; demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment; reach above shoulder height, below the waist, and lift to file documents or store materials; lift and move up to 25 pounds; speak and hear sufficiently to communicate in person and over the phone; read words and numbers; maintain visual ability including close vision, distance vision, color vision, peripheral vision, depth perception and to adjust focus; work overtime as required; meet expectations for attendance and punctuality; able to pay attention to details; able to concentrate; interact professionally, cooperatively and productively; perform in a manner that prevents errors and omissions; tolerate a constant, moderate noise level; work independently; carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices; tolerate high levels of stress and a stressful work environment; meet multiple deadlines consistently.

Employee typically performs the majority of their work from their desk, and is required to use a computer and telephone.

Work is generally performed in a quiet office environment.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards A company-wide mentality that you can never appreciate your co-workers too much

Who You Are Is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

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