Business Insurance Sr. Account Associate

Marsh McLennan•Huntsville, AL

20h•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Sr. Account Associate to join their team. This role involves providing intermediate to advanced knowledge of agency management systems and available tools, supporting client deliverables, and assisting account team members. The position offers new business and renewal support, general service support, and accounting tasks. MMA is an award-winning, inclusive Top Workplace culture that values hard work and meaningful impact. They offer business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Huntsville, AL office a minimum of three days per week.

Requirements

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

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
Actively involved with Client Team on client deliverables & meeting client expectations
Steps in to support account team members on any/all functions as needed
Assists other Senior Account Associates during high volume times as needed
Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)
Provides New Business and Renewal Support: Compiles Broker of Record Letters, Updates Renewal Flow Checklist, Prepares Loss Summary, Transmits Renewal Request to Client via email or Indio, Gathers Renewal Information from Client and updates AMS accordingly, Runs ModMaster Reports, Follows up on Submissions with Markets, Generates Proposal or coordinates proposal support with Vendor
Provides General Service Support: AMS Data Entry (new business support, renewal support, special projects), New Mail Support, Download Carrier Documents, Create / update Certificate and Evidence of Property Templates, Follow up with carriers for policies and endorsements, Perform second review of policy upon receipt of checklist from Vendor, Order Endorsements, review upon receipt and address discrepancies, Create / update Schedules of Insurance, Create Loss Policy Releases, Address Cancellations / Reinstatements, Review audits and address discrepancies
Accounting Tasks: Premium Allocations, Invoicing (Renewal policies, audits, endorsements), Accounts Receivable Monitoring, Check Requests, AR Adjustments, Cash on Account, Finance Agreements, Accounting Discrepancies
Supports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client Team
No direct carrier interaction but understands the importance of strong carrier relationships