Business Insurance Senior Account Associate

Marsh; Huntsville (AL); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Generous time off

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency, a leading risk management and insurance solutions firm, is seeking a Senior Account Associate on the Business Insurance team in a hybrid work environment. You will support new and renewal business, maintain AMS data, and assist teammates across functions while ensuring client expectations are met.

Responsibilities include coordinating renewal letters, loss summaries, and submissions with markets, while collaborating with clients and carriers.

Qualifications

• 1–2 years of prior experience; Associate degree preferred; Bachelor's degree a plus; advanced degree/designation a plus.

Responsibilities

• Provides New Business and Renewal Support based on tasks: Compiles Broker of Record Letters, Updates Renewal Flow Checklist, Prepares Loss Summary, Transmits Renewal Request to Client via email or Indio.

Skills

Agency Management System

Client Team collaboration

Attention to detail

Microsoft Excel

Communication

Education

Associate degree preferred

Bachelor's degree a plus

Advanced degree (RMIN, Finance, Accounting) a plus

Advanced designation (AAI/CISR) a plus

Property Casualty Resident's License Required

Annual CE Requirement

Tools

Reference Connect

Playbook

MMA U

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. 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 make your mark as a Business Insurance Senior Account Associate at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

A day in the life.

As our Senior Account Associate on the Business Insurance team, you'll assist the teams in the service of new and existing accounts at the direction of a Team Lead or Unit Leader.

Our future colleague.

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

• 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 ReportsFollows 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
• Property Casualty Resident's License Required
• Annual CE Requirement
• - Education & Experience : 1 to 2 years prior experience; Associate degree preferred; Bachelor's degree a plus; advanced degree (RMIN, Finance, Accounting) a plus; advanced designation (AAI/CISR) a plus.
• - Customer Service & Communication : Ability to perform duties independently and proactively; developing, professional approach to internal and external customer service; developing effective delegation skills; strong listening, verbal, and written communication skills; strong attention to detail, sense of urgency, and problem-solving abilities; team player eager to learn.
• - Operational Skills & Professional Values : Strong understanding of prioritization and organizational skills; supports a book of business under guidance of Unit Leader/Unit Manager/Client Team; no direct carrier interaction but understands importance of strong carrier relationships; intermediate to advanced proficiency with Microsoft Office products (advanced Excel); models MMA Core Values of Collaboration, Passion, Innovation, and Accountability; reliable and punctual.

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.

• 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 Marsh Agency, check us out our website or flip through our recruiting brochure.

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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 th