Business Insurance Production Associate

Marsh McLennan•Alpharetta, GA

3d•Hybrid

About The Position

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 a Business Insurance Production Associate at Marsh McLennan 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 Alpharetta, GA 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 a Business Insurance Production Associate, you will: Basic working knowledge and understanding of commercial property/casualty coverages and services Process and handle daily tasks and activities, including but not limited to: Issue Certificates of Insurance and Auto ID Cards as needed Order loss runs and prepare loss summary as needed Request and update certificate holder lists Prepare premium summaries Input applications into AMS 360 (agency management system) Utilize and manage ImageRight tasks Process and issue binders, invoices, and claims instructions Order client changes and corrections from the carrier, follow up, review for accuracy and invoice Complete initial policy reviews Prepare surplus lines tax filings Check and process final policy audits Responsible for reconciling billings and correcting accounting issues Provide premium breakdowns as requested Secure and review Experience Modification Factors Enter data (as needed) into AMS 360 and verify for accuracy Clearly document files to include changes made throughout the policy term Provide assistance in the new business and renewal process (including marketing) as requested Know available markets for various industries and coverages, effectively negotiate placement with carriers, develop relationships with carriers, evaluate coverages/cost Basic level of understanding of commercial rating concepts Present proposals to prospects and clients, ensure all needed coverages are included to protect the client, close the sale, deliver policies Handle complex processing and claim situations with client and/or company personnel Assist clients with policy, coverage, and service issues as needed Proven ability to organize and manage day to day and special activities in order to meet deadlines Demonstrated ability to understand and execute oral and written instruction Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Account Manager, Producer, or others Attends unit meetings, education workshops, carrier functions, staff meetings, and social events, as needed Protects the confidentiality of all client information Follows Standard Operating Procedures Promote agency and insurance industry in the community Maintain professional, technical and industry knowledge by pursuing designations, attending educational classes, reviewing professional publications, establishing personal networks, participating in professional societies and company training meetings on new products Network, create relationships with potential future clients and carrier partners. Foster existing relationships with consistent and effective touch points. Shadow existing producers on client and prospect calls and meetings

Requirements

Bachelor’s degree in business-related program preferred or equivalent education and/or experience
Good communication, presentation, and interpersonal skills
Ability to develop lasting client relationships
Ability to work well on your own and also as part of a team
Ability to develop in-depth knowledge of products and markets
Self-confident with good business sense and professional manner
Must be able to travel as necessary for client meetings, agent conventions, and other industry meetings as needed
Must learn the Agency Management System and Document Imaging System
General understanding of commercial property and casualty coverages
Aptitude for accuracy in mathematical calculations
Advanced working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
Ability to manage ongoing working relationships with clients and associates
Firm, fluent grasp of English language with above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
Must have Property & Casualty license or obtain within 90 days of employment

Responsibilities

Basic working knowledge and understanding of commercial property/casualty coverages and services
Process and handle daily tasks and activities, including but not limited to: Issue Certificates of Insurance and Auto ID Cards as needed
Order loss runs and prepare loss summary as needed
Request and update certificate holder lists
Prepare premium summaries
Input applications into AMS 360 (agency management system)
Utilize and manage ImageRight tasks
Process and issue binders, invoices, and claims instructions
Order client changes and corrections from the carrier, follow up, review for accuracy and invoice
Complete initial policy reviews
Prepare surplus lines tax filings
Check and process final policy audits
Responsible for reconciling billings and correcting accounting issues
Provide premium breakdowns as requested
Secure and review Experience Modification Factors
Enter data (as needed) into AMS 360 and verify for accuracy
Clearly document files to include changes made throughout the policy term
Provide assistance in the new business and renewal process (including marketing) as requested
Know available markets for various industries and coverages, effectively negotiate placement with carriers, develop relationships with carriers, evaluate coverages/cost
Basic level of understanding of commercial rating concepts
Present proposals to prospects and clients, ensure all needed coverages are included to protect the client, close the sale, deliver policies
Handle complex processing and claim situations with client and/or company personnel
Assist clients with policy, coverage, and service issues as needed
Proven ability to organize and manage day to day and special activities in order to meet deadlines
Demonstrated ability to understand and execute oral and written instruction
Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Account Manager, Producer, or others
Attends unit meetings, education workshops, carrier functions, staff meetings, and social events, as needed
Protects the confidentiality of all client information
Follows Standard Operating Procedures
Promote agency and insurance industry in the community
Maintain professional, technical and industry knowledge by pursuing designations, attending educational classes, reviewing professional publications, establishing personal networks, participating in professional societies and company training meetings on new products
Network, create relationships with potential future clients and carrier partners.
Foster existing relationships with consistent and effective touch points.
Shadow existing producers on client and prospect calls and meetings