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Marsh McLennan · 2 months ago

Business Insurance Sr. Account Associate

Atlanta - Northside

Full-time

Hybrid

Entry Level

1+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. The Business Insurance Sr. Account Associate will support client teams with deliverables, assist in new business and renewal processes, and provide general service support while ensuring high levels of client satisfaction.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Actively involved with Client Team on client deliverables & meeting client expectations

Steps in to support account team members on any/all functions as needed

Assists other Senior Account Associates during high volume times as needed

Provides New Business and Renewal Support based on the following tasks:

Compiles Broker of Record Letters

Updates Renewal Flow Checklist

Prepares Loss Summary

Transmits Renewal Request to Client via email or Indio

Gathers Renewal Information from Client and updates AMS accordingly

Runs ModMaster Reports

Follows up on Submissions with Markets

Generates Proposal or coordinates proposal support with Vendor

Provides General Service Support based on the following tasks:

AMS Data Entry: new business support, renewal support, special projects

New Mail Support

Download Carrier Documents

Create / update Certificate and Evidence of Property Templates

Follow up with carriers for policies and endorsements

Perform second review of policy upon receipt of checklist from Vendor

Order Endorsements, review upon receipt and address discrepancies

Create / update Schedules of Insurance

Create Loss Policy Releases

Address Cancellations / Reinstatements

Review audits and address discrepancies

Accounting Tasks:

Premium Allocations

Invoicing (Renewal policies, audits, endorsements)

Accounts Receivable Monitoring

Check Requests, AR Adjustments, Cash on Account

Finance Agreements

Accounting Discrepancies

Qualification

Agency Management SystemMicrosoft Office ProductsProperty Casualty LicenseCustomer Service SkillsAttention to DetailProactive ApproachTeam PlayerCommunication SkillsProblem-Solving AbilitiesOrganizational Skills

Required

1 to 2 years prior experience

Ability to perform duties independently & proactively

Developing, professional approach to internal & external customer service

Developing effective delegation skills

Strong listening, verbal and written communication skills, customer service skills

Strong attention to detail and sense of urgency and problem-solving abilities

Strong understanding of prioritization & organizational skills

Team player and eager to learn

Reliable and punctual

Supports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client Team

No direct carrier interaction but understands the importance of strong carrier relationships

Intermediate to advanced application of tools & resources

Intermediate to advanced application of Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

Property Casualty Resident's License Required

Annual CE Requirement

Preferred

Associate degree preferred

Bachelor's degree a plus

Advanced Degree (RMIN, Finance, Accounting) experience a plus

Advanced Designation a plus (AAI/CISR)

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

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees