Business Development Assistant Account Manager

5 days ago


West Point, Georgia, United States Marsh McLennan Agency Full time
About the Role

We are seeking a highly organized and detail-oriented Business Development Assistant Account Manager to join our team at Marsh McLennan Agency. As a key member of our operations team, you will be responsible for assisting with various administrative tasks, including data entry, document preparation, and client communication.

Key Responsibilities
  • Assist with the preparation of business insurance documents, including certificates of insurance and policy booklets.
  • Correspond with clients and companies to obtain necessary information and resolve any issues that may arise.
  • Perform basic file maintenance, including updating client records and ensuring accurate and up-to-date information.
  • Enter new business applications and process change requests to the carrier and endorsements received from the carrier.
  • Issue certificates of insurance and evidence of property forms, as well as ID cards.
  • Learn to check policies with direction from the Account Manager.
  • Process incoming requests for additional information from the carriers.
  • Prepare renewal kits and forward to clients for updated information.
  • Prepare and assist with renewal summaries and proposals.
  • Assist with loss run requests.
  • Set up insured's policy booklet.
Requirements
  • Previous business insurance experience is a plus.
  • Excellent organizational skills and attention to detail.
  • Good communication and customer service skills.
  • Able to research and analyze problems independently.
  • Detail-oriented and able to self-check for accuracy.
  • Proficient with Microsoft Office products (i.e. Word, Excel, etc.).
  • Reliable and punctual.
  • A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability.
About Us

Marsh McLennan Agency is a leading provider of business insurance, employee health and benefits, retirement, and private client insurance solutions. We have over 200 offices across North America and offer a comprehensive range of services to organizations and individuals seeking limitless possibilities.

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 insurance.
  • 401K and company match program.
  • Company-paid life and disability.
  • Generous paid time off programs.
  • Employee assistance program (EAP).
  • Volunteer paid time off (VTO).
  • Career mobility.
  • Employee networking groups.
  • Tuition reimbursement and professional development opportunities.
  • Charitable contribution match programs.
  • Stock purchase opportunities.


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