Business Insurance Senior Account Associate

NACBA; Montgomery (AL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K with company match

Life and disability insurance

Generous paid time off

Job summary

Marsh Agency is seeking a Business Insurance Senior Account Associate to support client deliverables, renewal processes, and billing tasks. You will work with the account team to ensure timely service and accurate documentation across AMS and carrier interactions.

The role emphasizes independent work, strong customer service, and proficient MS Office use, with licensing and CE requirements to maintain. Local commuting to Opelika area preferred.

Qualifications

• 1-2 years of experience in insurance or related roles.
• Associate degree preferred; Bachelor's degree a plus.
• Advanced designation (AAI/CISR) a plus; independent work capability.
• Property Casualty License required; annual CE requirement.

Responsibilities

• Manage client deliverables and meet client expectations.
• Support account team members during high-volume times.
• Assist with renewal and new business tasks: letters, renewal flow, loss summaries.
• Coordinate AMS data entry, carrier communications and certificates.
• Handle invoicing, AR monitoring, and financial transactions as needed.
• Prepare proposals and coordinate with vendors/markets.

Skills

Communication skills

Customer service

Attention to detail

Organization

Time management

Education

Associate degree preferred

Bachelor's degree a plus

Advanced Degree a plus (RMIN, Finance, Accounting)

Property Casualty License

Annual CE Requirement

Tools

AMS system

Microsoft Excel

Outlook

Word

PowerPoint

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 Senior 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 Opelika, AL 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 Senior Account Associate, you will:

• Itermediate 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
• Models MMA Core Values: Collaboration, Passion, Innovation, Accountability
• 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 Agency and its affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMASE