Marsh McLennan Agency ยท 1 day ago
Business Insurance Sr. Account Associate
Alpharetta, GA
Full-time
Hybrid
Entry Level
1+ years expMarsh McLennan Agency is a leading provider of business insurance and employee health solutions. The Business Insurance Sr. Account Associate will support client deliverables, assist the account team, and provide general service support, ensuring client expectations are met effectively.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Intermediate to advanced Knowledge of Agency Management System
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
Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)
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
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 Agency
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2025-12-09
2025-12-01
Company data provided by crunchbase