Business Insurance Sr. Account Associate

Business Insurance Sr. Account Associate As a Business Insurance Sr. Account Associate, you will support the business insurance team by managing client deliverables, utilizing industry tools, and ensuring efficient account operations. Responsibilities Intermediate to advanced knowledge of Agency Management System Actively involved with Client Team on client deliverables & meeting client expectations Support account team members on any/all functions as needed Assist other Senior Account Associates during high volume periods Intermediate to advanced knowledge of available tools (Reference Connect, Playbook, MMA U) Provide New Business and Renewal Support: Compile Broker of Record Letters Update Renewal Flow Checklist Prepare Loss Summary Transmit Renewal Request to Client via email or Indio Gather Renewal Information from Client and update AMS accordingly Run ModMaster Reports Follow up on Submissions with Markets Generate Proposal or coordinate proposal support with Vendor Provide 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 Accounting Tasks: Premium Allocations Invoicing (Renewal policies, audits, endorsements) Accounts Receivable Monitoring Check Requests, AR Adjustments, Cash on Account Finance Agreements Accounting Discrepancies Qualifications 1 to 2 years of prior experience Associate degree preferred (Bachelor's degree a plus) Advanced Degree (RMIN, Finance, Accounting) a plus Advanced Designation (AAI/CISR) a plus 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 Supports a book of business under guidance of the Unit Leader / Unit Manager / Client Team No direct carrier interaction but understands the importance of strong carrier relationships Intermediate to advanced application of tools & resources Intermediate to advanced application of Microsoft Office Products (Outlook, Word, PowerPoint) and advanced proficiency in Excel Models MMA Core Values: Collaboration, Passion, Innovation, Accountability Property Casualty Resident's License Required Annual CE Requirement 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 Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr