Business Insurance Account Associate

International Association of Insurance Professionals (IAIP); Lexington (KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Generous paid time off

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Job summary

Marsh Agency (MMA) is hiring an entry-level Business Insurance Account Associate in Lexington, KY. The role supports client service tasks, data entry, and certificate issuance while learning the agency's systems and workflows.

You will work closely with the account team to process new business, renewals, and service requests, developing strong insurance knowledge and relationships with carriers.

Qualifications

• High School Diploma required.
• 0-12 months of prior experience preferred.
• Reliable, punctual and able to learn quickly.
• Strong listening, verbal and written communication skills.
• Attention to detail and sense of urgency; problem-solving abilities.
• Team player who can work under guidance.
• Basic prioritization and organizational skills.
• No direct carrier interactions but understands importance of carrier relationships.
• Proficiency with Adobe and Microsoft Office products (Outlook, Word, PowerPoint) and Excel.

Responsibilities

• Assist with client service deliverables and account team tasks.
• Support account team members during high-volume periods.
• Process AMS data entry for new business, renewals and projects.
• Order and file loss runs; generate certificate holder lists.
• Order flood zones and ISO ProMetrix reports; issue certificates.
• Issue auto ID cards and other documentation as needed.

Skills

Active listening

Verbal communication

Written communication

Customer service

Attention to detail

Organizational skills

Team player

Excel

MS Office

Education

High School Diploma

Tools

Adobe

Microsoft Office (Outlook, Word, PowerPoint)

Excel

Job 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 Account Associate at Marsh 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 Lexington, KY 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 Account Associate, you will:

• Basic Knowledge of Agency Management System
• Assist with client service deliverables aligned with tasks
• Steps in to support account team members on any/all functions as needed.
• Assists other Account Associate's during high volume times as needed.
• Basic knowledge of available tools (Reference Connect, Playbook, MMA U)
• Provides New Business, Renewal and General Service Support based on the following tasks:
  • AMS Data Entry: new business support, renewal support, special projects
  • Order and File Loss Runs
  • Generate Certificate Holder Lists
  • Download E-Mods or request from insurance carrier
  • Order Flood Zones
  • Order ISO Prometrix Reports
  • Certificate Issuance
  • Evidence of Property Issuance

• Auto ID Card Issuance

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• High School Diploma Required
• 0-12 months prior experience
• Reliable and punctual
• Developing active listening, verbal and written communication skills, customer service skills
• Developing attention to detail and sense of urgency and problem-solving abilities
• Team player and eager to learn
• Works at the direction and under guidance of the Unit Leader / Unit Manager / Client Team
• Developing basic understanding of prioritization & organizational skills
• No direct carrier interaction but understands the importance of strong carrier relationships.
• Basic application of tools & resources
• Basic application in Adobe, Microsoft Office Products (Outlook, Word, and PowerPoint) and proficient in Excel

• Learn and adopt MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty License within 90 days of hire
• 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/

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 Agency and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMASE