Account Analyst, Private Client Services

Marsh McLennan•Portland, OR

12d•Hybrid

About The Position

Account Analyst- Private Client Services 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 an Account Analyst here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC). A day in the life: As an Account Analyst within Private Client Services (PCS), you will support the account management teams with various administrative service functions across Personal Insurance, Business Insurance, or Employee Benefits Departments. You will become an integral part of this team, receiving on the job training and on-going support from management and team members.

Requirements

2+ years of insurance industry experience, ideally working in Personal Lines in a brokerage environment
Active P&C insurance license or willingness to obtain within first 90 days
Effective oral and written communication and relationship building skills essential
Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Exceptional time management and organization skills as well as strong attention to detail

Nice To Haves

Bachelor’s Degree in Risk Management, Business Management, Finance or other relevant program
Experience with SalesForce or Epic

Responsibilities

Process notices of cancellations, non-renewals, and reinstatements notices and communicate issues to the account management team
Collect, complete and update census information
Review and process applications, binders, endorsements, renewals and new business policies, census/enrollment requests, and certificates of insurance
Handle billing questions, auto ID cards, requests for insurance verification from customers and mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes.
Prepare premium quotations on new business, renewal business, and any policy changes on existing policies
Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
Be familiar with and adhere to the department’s procedure manual for processing workflows
Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
Continue to update job knowledge by participating in educational opportunities