Business Insurance Sr. Account Associate

Business Insurance Sr. Account Associate

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Insurance Sr. Account Associate at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE : MMC).

Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A Day In The Life

As a Business Insurance Sr. Account Associate, you will :

• Have intermediate to advanced knowledge of agency management system
• Be actively involved with client team on client deliverables & meeting client expectations
• Step in to support account team members on any / all functions as needed
• Assist other Senior Account Associates during high volume times as needed
• Have intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U)
• Provide 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
• Provide 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
• Follow up with carriers for policies and endorsements
• 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

Our Future Colleague

We'd love to meet you if your professional track record includes these skills :

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.

Some benefits included in this role are :