Business Insurance Sr. Account Associate

Marsh McLennan•Chattanooga, TN

9d•Hybrid

About The Position

Marsh Agency (MMA) is seeking a Business Insurance Sr. Account Associate to support client teams with business insurance account work and related service and accounting tasks. The role supports a book of business under the direction and guidance of a Unit Leader, Unit Manager, or Client Team, helps meet client expectations, and steps in to support account team members as needed. Applicants must live within driving distance of the Chattanooga, Tennessee office and be able to commute there at least three days per week. The position provides new-business and renewal support, general account service, and accounting support. It involves using the agency management system and other available tools, coordinating proposal support, handling policy and endorsement workflows, maintaining schedules and records, and assisting with premium allocation, invoicing, receivables, and related accounting matters. The associate is expected to work independently and proactively while developing professional customer service, delegation, organization, and problem-solving skills.

Requirements

1 to 2 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 knowledge and application of agency management systems, tools, and resources.
Intermediate to advanced proficiency with Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Understand the importance of strong carrier relationships; the role does not involve direct carrier interaction.
Model MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
Must be within driving distance of the Chattanooga, TN office and able to commute to the office a minimum of three days per week.

Nice To Haves

Associate degree preferred.
Bachelor’s degree is a plus.
Advanced degree or 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 on client deliverables and meeting client expectations.
Support account team members as needed and assist other Senior Account Associates during high-volume periods.
Compile Broker of Record Letters, update Renewal Flow Checklists, and prepare Loss Summaries.
Transmit renewal requests to clients by email or Indio; gather renewal information and update the agency management system.
Run ModMaster Reports, follow up on submissions with markets, and generate proposals or coordinate proposal support with a vendor.
Perform agency management system data entry for new business, renewals, and special projects; provide new mail support and download carrier documents.
Create or update Certificate and Evidence of Property templates and Schedules of Insurance.
Follow up with carriers regarding policies and endorsements; perform second reviews of policies after receiving vendor checklists; order endorsements, review them on receipt, and address discrepancies.
Create Loss Policy Releases and address cancellations and reinstatements.
Review audits and resolve discrepancies.
Handle premium allocations, invoicing for renewal policies, audits, and endorsements, accounts receivable monitoring, check requests, accounts receivable adjustments, cash on account, finance agreements, and accounting discrepancies.
Support a book of business under the direction and guidance of the Unit Leader, Unit Manager, or Client Team.