Account Analyst, Private Client Services

Account Analyst- Private Client Services

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. 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 make your mark as an Account Analyst here at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MRSH).

A day in the life:

As an Account Analyst within Private Client Services (PCS), you will support the account management teams with various administrative service functions across Personal Insurance, Business Insurance, or Employee Benefits Departments. You will become an integral part of this team, receiving on the job training and on-going support from management and team members.

We will count on you to:

• Process notices of cancellations, non-renewals, and reinstatements notices and communicate issues to the account management team
• Collect, complete and update census information
• Review and process applications, binders, endorsements, renewals and new business policies, census/enrollment requests, and certificates of insurance
• Handle billing questions, auto ID cards, requests for insurance verification from customers and mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes.
• Prepare premium quotations on new business, renewal business, and any policy changes on existing policies
• Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
• Be familiar with and adhere to the department's procedure manual for processing workflows
• Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
• Continue to update job knowledge by participating in educational opportunities

Our future colleague

• 2+ years of insurance industry experience, ideally working in Personal Lines in a brokerage environment
• Active P&C insurance license or willingness to obtain within first 90 days
• Effective oral and written communication and relationship building skills essential
• Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
• Exceptional time management and organization skills as well as strong attention to detail

These additional qualifications are a plus, but not required to apply:

• Bachelor's Degree in Risk Management, Business Management, Finance or other relevant program
• Experience with SalesForce or Epic

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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

The applicable base salary range for this role is $49,000 to $91,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.