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Marsh McLennan Agency · 2 days ago

Business Insurance Sr. Account Associate

Birmingham, AL

Full-time

Hybrid

Entry, Mid Level

1+ years exp

Marsh McLennan Agency is an award-winning workplace that values inclusivity and extraordinary talent. They are seeking a Business Insurance Sr. Account Associate to assist with various client-related tasks, including document preparation, correspondence, and policy management.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Assist with Word Documents and/or Excel spreadsheets as requested

Correspond with clients and companies

Basic File Maintenance

Enter detail for new business applications as needed

Setup Templets for Certificates of Insurance

Issue Certificates of Insurance and Evidence of Property forms

Issue ID Cards

Learn to check policies with direction from Account Manager

Process change requests to the carrier and endorsements received from the carrier

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 & Proposals

Assists with loss run requests

Set up insured’s policy booklet

Other responsibilities as needed to support the production team

Qualification

Insurance industry experienceMicrosoft Office proficiencyProperty & Casualty LicenseResearchAnalysisCustomer service skillsPassionInnovationAccountabilityCommunication skillsCollaborationIntegrity

Required

1-2 years insurance industry experience in a brokerage or agency environment

Able to research and analyze problems independently

Excellent written, communication, and customer service skills

Proficient with Microsoft Word, Excel, Power Point, and Outlook

Ability to learn Agency Management and Imaging Systems

Property & Casualty Agents License or obtain within 90 days

A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

Benefits

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

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees