Business Insurance Sr. Account Associate at Marsh

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

08 May, 26

Salary

0.0

Posted On

07 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Agency Management System, Client Deliverables, Customer Service, Attention to Detail, Problem Solving, Organizational Skills, Team Player, Microsoft Office, Excel, Communication Skills, Delegation Skills, Proactive Approach, Insurance Knowledge, Accounting Tasks, Data Entry, Renewal Support

Industry

Insurance

Description

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s 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 world’s leading professional services firm, Marsh (NYSE: MRSH). 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 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. We’d love to meet you if your professional track record includes these skills: 1 to 2 years prior experience Associate degree preferred Bachelor’s 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 Resident’s License Required Annual CE Requirement We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. 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: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/ 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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE

Responsibilities

As a Business Insurance Sr. Account Associate, you will support the client team with deliverables and ensure client expectations are met. You will assist with new business and renewal support tasks, as well as general service support and accounting tasks.