Business Insurance Senior Account Associate

Marsh•Opelika, AL

4d•Hybrid

About The Position

Marsh Agency (MMA) is seeking a Business Insurance Senior Account Associate to join their team. This role is based in Opelika, AL, and requires the ability to commute to the office a minimum of three days per week. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. The company boasts an award-winning, inclusive, Top Workplace culture with over 11,000 employees across North America, combining local service with global resources through Marsh.

Requirements

1 to 2 years prior experience
Property Casualty Resident’s License Required
Annual CE Requirement
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
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

Nice To Haves

Associate degree preferred
Bachelor’s degree a plus
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation a plus (AAI/CISR)

Responsibilities

Intermediate to advanced knowledge of Agency Management System (AMS)
Actively involved with Client Team on client deliverables & meeting client expectations
Supports account team members on any/all functions as needed
Assists other Senior Account Associates during high volume times
Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)
Provides New Business and Renewal Support including compiling Broker of Record Letters, updating Renewal Flow Checklist, preparing Loss Summary, transmitting Renewal Request to Client, gathering Renewal Information and updating AMS, running ModMaster Reports, following up on Submissions with Markets, and generating or coordinating proposal support.
Provides General Service Support including AMS Data Entry, new mail support, downloading carrier documents, creating/updating Certificate and Evidence of Property Templates, following up with carriers for policies and endorsements, performing second review of policy, ordering endorsements, creating/updating Schedules of Insurance, creating Loss Policy Releases, addressing cancellations/reinstatements, reviewing audits, and addressing discrepancies.
Performs Accounting Tasks including Premium Allocations, Invoicing, Accounts Receivable Monitoring, Check Requests, AR Adjustments, Cash on Account, Finance Agreements, and addressing Accounting Discrepancies.
Supports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client Team.
Understands the importance of strong carrier relationships, though no direct carrier interaction is involved.