Business Insurance Sr. Account Associate

Marsh McLennan • Ridgeland, MS

1d • 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 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 handling, and policy reviews. Additionally, the role involves various accounting tasks such as premium allocations, invoicing, and accounts receivable monitoring.

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 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
• Supports a book of business at the direction and under guidance of the Unit Leader / Unit Manager / Client Team
• Understands the importance of strong carrier relationships

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees