Business Insurance Sr. Account Associate

Marsh McLennan•Columbus, OH

1d•Onsite

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Sr. Account Associate to join their team. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Columbus, GA office five days per week. The Sr. Account Associate will be involved with client deliverables, support account 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. Accounting tasks such as premium allocations, invoicing, and accounts receivable monitoring are also part of the role. The position supports a book of business under the guidance of a Unit Leader/Manager/Client Team and requires an understanding of carrier relationships, though direct interaction is not expected.

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 based on the following tasks: 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 based on the following tasks: 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