Account Analyst, Private Client Services

Company:

Description:

Account Analyst- Private Client Services

Our not-so-secret sauce.

Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. 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 make your mark as an Account Analyst here at MMA.

Marsh McLennan Agency (MMA) provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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).

A day in the life:

As an Account Analyst within Private Client Services (PCS) you will support the account management teams with various administrative service functions across Personal Insurance Business Insurance or Employee Benefits Departments. You will become an integral part of this team receiving on the job training and on-going support from management and team members.

We will count on you to:

• Process notices of cancellations non-renewals and reinstatements notices and communicate issues to the account management team
• Collect complete and update census information
• Review and process applications binders endorsements renewals and new business policies census/enrollment requests and certificates of insurance
• Handle billing questions auto ID cards requests for insurance verification from customers and mortgage/title/closing agents certificates of insurance census and department specific administrative processes.
• Prepare premium quotations on new business renewal business and any policy changes on existing policies
• Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
• Be familiar with and adhere to the departments procedure manual for processing workflows
• Follow all systems procedures and regulations set forth by both the agency and the insurance companies
• Continue to update job knowledge by participating in educational opportunities

Our future colleague

• 2 years of insurance industry experience ideally working in Personal Lines in a brokerage environment
• Active P&C insurance license or willingness to obtain within first 90 days
• Effective oral and written communication and relationship building skills essential
• Proficiency with Microsoft Office products including Word Excel and PowerPoint
• Exceptional time management and organization skillsas well as strong attention to detail

These additional qualifications are a plus but not required to apply:

• Bachelors Degree in Risk Management Business Management Finance or other relevant program
• Experience with SalesForce or Epic

We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources professional and personal development opportunities and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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Who 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.

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