Business Insurance Sr. Account Associate

Marsh McLennan

20h•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Sr. Account Associate. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Ridgeland, MS office a minimum of three days per week. The associate will support the account team with client deliverables, assist team members, and provide new business and renewal support. They will also handle general service support, including data entry, document management, and communication with carriers for policies and endorsements. Additionally, the role involves various accounting tasks such as premium allocations, invoicing, accounts receivable monitoring, and processing financial agreements. The position supports a book of business under the guidance of a Unit Leader/Manager/Client Team and requires an understanding of carrier relationships without direct interaction.

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
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
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
Premium Allocations
Invoicing (Renewal policies, audits, endorsements)
Accounts Receivable Monitoring
Check Requests, AR Adjustments, Cash on Account
Finance Agreements
Accounting Discrepancies