Business Insurance Sr. Account Associate

Company:

Description:

Our not-so-secret sauce.

Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Business Insurance Sr. Account Associate at Marsh McLennan Agency (MMA).

MMA provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).

Applicants must be within driving distance to our Alpharetta GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Sr. Account Associate you will:

• 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

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

• 1 to 2 years prior experience

• Associate degree preferred

• Bachelors degree a plus

• Advanced Degree (RMIN Finance Accounting) experience a plus

• Advanced Designation a plus (AAI/CISR)

• 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 Residents License Required

• Annual CE Requirement

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

To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• you are is who we are.

  We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our client-focused teams.

  Marsh McLennan and its affiliates are

  EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

  #MMASE