Business Insurance Senior Account Associate

Marsh McLennan•Huntsville, AL

1d•Hybrid

About The Position

As a Senior Account Associate on Marsh Agency’s Business Insurance team, you’ll assist with servicing new and existing accounts at the direction of a Team Lead or Unit Leader. The role supports account teams with client deliverables and service needs, including new business and renewal work, general service tasks, and accounting activities. The posting identifies a Property Casualty Resident’s License and annual continuing education as required.

Requirements

Property Casualty Resident’s License required.
Annual continuing education requirement.
Intermediate to advanced knowledge of an agency management system.
Intermediate to advanced knowledge of available tools, including Reference Connect, Playbook, and MMA U.
Intermediate to advanced proficiency with Microsoft Office products, including advanced Excel.
Strong listening, verbal, and written communication skills.
Strong attention to detail, sense of urgency, and problem-solving abilities.
Strong prioritization and organizational skills.
Ability to perform duties independently and proactively.
Developing, professional approach to internal and external customer service.
Developing effective delegation skills.
Team player who is eager to learn; reliable and punctual.
Understands the importance of strong carrier relationships; direct carrier interaction is not part of the described work.
Models the MMA Core Values of Collaboration, Passion, Innovation, and Accountability.

Nice To Haves

One to two years of prior experience.
Associate degree preferred.
Bachelor’s degree is a plus.
Advanced degree in RMIN, Finance, or Accounting is a plus.
Advanced designation such as AAI or CISR is a plus.

Responsibilities

Support the service of new and existing accounts under the direction of a Team Lead or Unit Leader.
Participate in client-team deliverables and help meet client expectations.
Step in to support account team members across functions as needed and assist other Senior Account Associates during high-volume periods.
Compile Broker of Record Letters, update Renewal Flow Checklists, prepare Loss Summaries, and transmit renewal requests to clients by email or Indio.
Gather renewal information from clients and update the agency management system; run ModMaster reports; follow up on submissions with markets; and generate proposals or coordinate proposal support with a vendor.
Perform agency management system data entry for new business, renewals, and special projects; provide new-mail support; and download carrier documents.
Create or update Certificate and Evidence of Property templates and Schedules of Insurance.
Follow up with carriers for policies and endorsements; conduct a second review of policies after receiving a vendor checklist; order endorsements, review them upon receipt, and address discrepancies.
Create Loss Policy Releases; address cancellations and reinstatements; and review audits and resolve discrepancies.
Complete accounting tasks, including premium allocations, invoicing for renewal policies, audits, and endorsements, accounts receivable monitoring, check requests, accounts receivable adjustments, cash on account, finance agreements, and accounting discrepancies.