Senior Account Assistant
2 months ago
About Marsh McLennan Agency Midwest
Marsh McLennan Agencys 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 MVRs
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.
#MMAMW
#MMABI
We have other current jobs related to this field that you can find below
-
Senior Accountant
3 weeks ago
Dayton, United States Fusion HCR Full timeThe Senior Accountant serves as team leader in the accounting department, ensuring that the department creates accurate and timely financial records for multiple entities. Applies principles of accounting to analyze financial information and prepare financial reports which may include performing the following duties: Responsibilities Examine accounting...
-
Senior Accountant
2 weeks ago
Dayton, United States Creative Financial Staffing Full timeSenior Accountant Dayton, OH Our client, a well-established company locally, is seeking an experienced and highly skilled Senior Accountant to join their finance team. This role offers an excellent opportunity for a seasoned accounting professional to take on leadership responsibilities and contribute significantly to the financial management of a growing...
-
Senior Accountant
2 months ago
Dayton, United States Fusion HCR Full timeThe Senior Accountant role is a newly created opportunity due to company growth and will provide exposure to all levels of the organization. The key responsibilities for the position will be: Work with regional company presidents to prepare financial statements Perform month-end close process to ensure financials are produced in a timely and accurate manner...
-
Senior Accountant
3 weeks ago
Dayton, United States Creative Financial Staffing Full timeSenior Accountant Dayton, OH Seeking a meticulous and driven Senior Accountant to oversee critical accounting functions and contribute to an organization's financial success. As the Senior Accountant you'll play a pivotal role in financial reporting, analysis, and process improvement. Key Responsibilities: Prepare and analyze financial statements with...
-
Senior Accountant
4 weeks ago
Dayton, United States Russ Hadick & Associates Full timeAre you an experienced Senior Accountant or CPA with great people skills? Does your attention to detail and ability to get things done set you apart from your peers? Look no further, we may have the job for you! Russ Hadick & Associates, named by Forbes as one of the top recruiting firms in the country, has partnered with a local firm to fill their Senior...
-
Senior Accountant
2 weeks ago
Dayton, United States Creative Financial Staffing Full timeSenior Accountant Dayton, OHOur client, a leader in the manufacturing and production industry, is seeking a skilled Senior Accountant to join their team. This role is critical in maintaining accurate financial records and optimizing operational efficiency. Responsibilities: Coordinate analytical tasks including data analysis and cost reviews. Manage...
-
Senior Grants Accountant- Grants Accounting
2 weeks ago
Dayton, United States Sinclair Community College Full timeSenior Grants Accountant- Grants Accounting Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening. To apply for the position, please click the Apply for this Job link/button. If you would like to bookmark this position for later review, click on the Bookmark...
-
Senior Account Manager
4 weeks ago
Dayton, United States Wolter, Inc Full timeWolter, Inc Senior Account Manager Dayton , Ohio Apply Now Are you ready to join a dynamic team and play a crucial role in shaping the future of material handling? We are actively seeking a dynamic Senior Account Manager to join our rapidly growing team out of our Fairfield location. Our Senior Account Managers perform field promotional work to sell and...
-
Senior Account Assistant
2 weeks ago
Dayton, United States Marsh McLennan Agency Full timeAbout 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...
-
Senior Account Assistant
3 weeks ago
Dayton, United States myGwork - LGBTQ+ professionals & allies Full timeThis inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. 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...
-
Senior Accountant
1 month ago
Dayton, United States Creative Financial Staffing Full timeSenior Accountant | Dayton, OH Drive financial excellence and shape strategic decisions. On-site role starting at $70,000 annually. Your Impact: Oversee critical accounting functions to ensure organizational financial success Provide key insights that inform strategic business decisions Mentor and develop junior staff, fostering a high-performing finance...
-
Senior Accountant
1 week ago
Dayton, United States OH-SO Digital GmbH Full timeSenior Accountant – Manufacturing – Dayton, OH Our client is a leading food manufacturer experience a lot of growth and process improvement due to recent acquisitions. They are looking for a Senior Accountant that can help work cross functionally and identify issues before they happen. Responsibilities Coordinate analytical and informational needs,...
-
Senior General Ledger Accountant
3 weeks ago
Dayton, United States Trimble Full timeJob Title: Senior General Ledger Accountant Location : Dayton, OH-Hybrid Department : Accounting Are you a seasoned accounting professional looking for an exciting new opportunity? Trimble is recruiting for a Senior General Ledger Accountant in Dayton, Ohio! Are you ready to take on a pivotal role, reporting directly to the Sr. GL Accounting Manager, and...
-
Senior Accountant
2 weeks ago
Dayton, United States The Ladders Full timeJob Description: We seek a dedicated Senior Accountant to support the Defense Enterprise Accounting and Management System (DEAMS). The ideal candidate will be responsible for various tasks to optimize accounting processes and ensure data integrity within the DEAMS framework. The successful applicant will demonstrate a keen eye for detail, a strong...
-
Senior General Ledger Accountant
1 month ago
Dayton, United States Trimble Full timeJob Title: Senior General Ledger Accountant Location: Dayton, OH-Hybrid Department: Accounting Are you a seasoned accounting professional looking for an exciting new opportunity? Trimble is recruiting for a Senior General Ledger Accountant in Dayton, Ohio! Are you ready to take on a pivotal role, reporting directly to the Sr. GL Accounting Manager, and make...
-
Senior Cost Accountant
3 weeks ago
Dayton, United States Globus Medical Full timeAt Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these patients, and the surgeons and healthcare providers who treat them. We embrace a culture of exceptional response by partnering with researchers and educators to...
-
Dining Service Assistant
2 months ago
Dayton, United States Capital Senior Living Full timeFind your joy here, at The Wellington at Dayton, a Sonida Senior Living community! We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more! The Wellington at Dayton, a premier retirement community in Dayton, Ohio provides quality care to residents in an Independent Living...
-
Senior Account Manager/Sales
1 month ago
Dayton, United States Applied Mechanical Systems, Inc. Full timeJob Description Applied Mechanical Systems, Inc., the region’s premier Mechanical Contracting Company, has an immediate opening for a motivated, qualified Senior Account Manager for our Service Department. We offer a comprehensive benefits package, as well as paid holidays, vacation, and a 401(k). Base salary is negotiable based on experience. See below...
-
Personal Care Assistant
2 weeks ago
Dayton, United States Golden Heart Senior Care Full timeJob DescriptionJob DescriptionAre you a caring, compassionate, and patient person who wants to make a difference in the life of a Senior?Golden Heart offers a Career Path to all caregivers regardless of experience. The Career Path provides opportunities to advance and earn higher wages, starting after just 90 days as a caregiver with us!Golden Heart Senior...
-
Personal Care Assistant
1 month ago
Dayton, United States Golden Heart Senior Care Full timeJob DescriptionJob DescriptionAre you a caring, compassionate, and patient person who wants to make a difference in the life of a Senior?Golden Heart offers a Career Path to all caregivers regardless of experience. The Career Path provides opportunities to advance and earn higher wages, starting after just 90 days as a caregiver with us!Golden Heart Senior...