Business Insurance Sr. Account Associate

Marsh McLennan•Chattanooga, TN

7d•Hybrid

About The Position

Marsh Agency (MMA) is seeking a Business Insurance Sr. Account Associate to support client teams and business insurance accounts. Applicants must live within driving distance of the Chattanooga, Tennessee office and be able to commute there at least three days per week. The associate supports a book of business under the direction and guidance of a Unit Leader, Unit Manager, or Client Team, helping deliver client work and meet expectations. The role includes new-business and renewal support, general account service, policy and document processing, and accounting tasks. The position requires a Property Casualty Resident’s License and an annual continuing-education requirement. MMA describes its culture as inclusive and collaborative, grounded in its core values of Collaboration, Passion, Innovation, and Accountability.

Requirements

One to two years of prior experience.
Property Casualty Resident’s License required.
Annual continuing-education requirement.
Ability to perform duties independently and proactively.
Developing professional approach to internal and external customer service.
Developing effective delegation skills.
Strong listening, verbal, written communication, and customer-service skills.
Strong attention to detail, sense of urgency, and problem-solving abilities.
Strong prioritization and organizational skills.
Team-oriented and eager to learn.
Reliable and punctual.
Intermediate to advanced application of tools and resources, including Agency Management System, Reference Connect, Playbook, and MMA U.
Intermediate to advanced knowledge of Microsoft Office applications, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Must be within driving distance of the Chattanooga, TN office and able to commute at least three days per week.

Nice To Haves

Associate degree preferred.
Bachelor’s degree is a plus.
Advanced-degree experience in RMIN, Finance, or Accounting is a plus.
Advanced designation such as AAI or CISR is a plus.

Responsibilities

Participate actively with the Client Team in client deliverables and meeting client expectations.
Step in to support account-team members across functions as needed.
Assist other Senior Account Associates during high-volume periods.
Provide new-business and renewal support, including compiling Broker of Record letters, updating renewal-flow checklists, preparing loss summaries, sending renewal requests to clients, gathering renewal information, updating the agency management system, running ModMaster reports, following up on submissions with markets, and generating or coordinating proposals.
Provide general service support, including agency management system data entry for new business, renewals, and special projects; processing new mail; downloading carrier documents; creating or updating certificate and evidence-of-property templates; and following up with carriers for policies and endorsements.
Perform a second review of policies after receiving the checklist from the vendor.
Order endorsements, review them upon receipt, and address discrepancies.
Create or update schedules of insurance and loss policy releases.
Address cancellations and reinstatements, and review audits and resolve discrepancies.
Perform accounting tasks, including premium allocations, invoicing for renewal policies, audits, and endorsements, accounts-receivable monitoring, check requests, accounts-receivable adjustments, cash-on-account items, finance agreements, and accounting discrepancies.
Support a book of business under the direction and guidance of the Unit Leader, Unit Manager, or Client Team.
Maintain strong carrier relationships through an understanding of their importance; the role does not involve direct carrier interaction.