Business Insurance Sr. Account Associate

Marsh McLennan Agency; Huntsville (AL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Tuition reimbursement

Generous paid time off programs

Employee assistance program

Job summary

Marsh McLennan Agency in Huntsville, Alabama seeks a Business Insurance Sr. Account Associate to support client teams and manage business and renewal tasks. The candidate should have 1 to 2 years of experience, proficiency in Microsoft Office, and a Property Casualty Resident’s License. Benefits include medical insurance, a 401K plan with company match, generous paid time off, and professional development opportunities.

Qualifications

• 1 to 2 years of prior experience in a relevant role.
• Ability to perform duties independently and proactively.
• Strong listening, verbal and written communication skills required.

Responsibilities

• Support account teams with client deliverables and expectations.
• Provide business and renewal support to clients.
• Perform AMS data entry and accounting tasks as needed.

Skills

Client relationship management

Attention to detail

Customer service skills

Organizational skills

Proficient in Microsoft Office

Education

Associate degree

Bachelor's degree

Advanced Degree (RMIN, Finance, Accounting)

Property Casualty Resident’s License

Tools

Agency Management System

Excel

Microsoft Office Products

Job description

Position: Business Insurance Sr. Account Associate at Marsh McLennan Agency (MMA)

Location: Huntsville, AL – Applicants must be within driving distance and able to commute to the office at least three days per week.

Responsibilities

• Intermediate to advanced Knowledge of Agency Management System
• Actively involved with Client Team on client deliverables & meeting client expectations
• Support account team members on any/all functions as needed
• Assist other Senior Account Associates during high volume times as needed
• Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)
• Provide New Business and Renewal Support
  • Compile Broker of Record Letters
  • Update Renewal Flow Checklist
  • Prepare Loss Summary
  • Transmit Renewal Request to Client via email or Indio
  • Gather Renewal Information from Client and update AMS accordingly
  • Run ModMaster Reports
  • Follow up on Submissions with Markets
  • Generate Proposal or coordinate proposal support with Vendor
• Provide General Service Support
  • 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

Qualifications

• 1 to 2 years of 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
• Professional approach to internal & external customer service
• Effective delegation skills
• Strong listening, verbal and written communication skills, customer service skills
• Strong attention to detail, 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 under guidance of Unit Leader / Unit Manager / Client Team
• No direct carrier interaction but understands importance of strong carrier relationships
• Intermediate to advanced application of tools & resources
• Intermediate to advanced application of Microsoft Office Products (Outlook, Word, PowerPoint) and advanced proficiency in Excel
• Models MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty Resident’s License Required
• Annual CE Requirement

Benefits

• 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

EEO Statement

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