Business Insurance Sr. Account Associate

Marsh McLennan • Newnan, GA

245d

About The Position

As a Business Insurance Sr. Account Associate at Marsh McLennan Agency (MMA), you will be part of a team that provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires you to assist with various administrative tasks, including document preparation, client correspondence, and policy management. You will work closely with the production team to support the overall operations and ensure client satisfaction.

Requirements

• 1-2 years insurance industry experience in a brokerage or agency environment
• Able to research and analyze problems independently
• Excellent written, communication, and customer service skills
• Proficient with Microsoft Word, Excel, Power Point, and Outlook
• Ability to learn Agency Management and Imaging Systems
• Property & Casualty Agents License or obtain within 90 days
• A shared commitment to company values: Integrity, Collaboration, Passion, Innovation, Accountability

Responsibilities

• Assist with Word Documents and/or Excel spreadsheets as requested
• Correspond with clients and companies
• Basic File Maintenance
• Enter detail for new business applications as needed
• Setup Templates for Certificates of Insurance
• Issue Certificates of Insurance and Evidence of Property forms
• Issue ID Cards
• Learn to check policies with direction from Account Manager
• Process change requests to the carrier and endorsements received from the carrier
• Process incoming requests for additional information from the carriers
• Prepare renewal kits and forward to clients for updated information
• Prepare and assist with renewal Summaries & Proposals
• Assist with loss run requests
• Set up insured's policy booklet
• Other responsibilities as needed to support the production team

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed