Business Insurance Sr. Account Associate

Marsh McLennan•Opelika, AL

8d•Hybrid

About The Position

Marsh Agency (MMA) is seeking a Business Insurance Sr. Account Associate for their Opelika, AL office. This role supports the client team with various tasks related to new business and renewals, including data entry, document preparation, and communication with clients and markets. The ideal candidate will have intermediate to advanced knowledge of agency management systems and Microsoft Office products, particularly Excel. MMA offers a variety of insurance solutions and is known for its award-winning, inclusive culture. Applicants must be within driving distance of the Opelika, AL office and able to commute at least 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
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, Gathers Renewal Information from Client and updates AMS, 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 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, Order Endorsements, Create / update Schedules of Insurance, Create Loss Policy Releases, Address Cancellations / Reinstatements, Review audits and address discrepancies
Accounting Tasks: Premium Allocations, Invoicing, 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