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

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 our organization. Weve 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 : 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

Required Experience :

Senior IC

Key Skills

Business Continuity Planning,Hair And Beauty,Advocacy,Food & Beverage,Backend

Employment Type : Full-Time

Experience : years

Vacancy : 1