Business Insurance Sr. Account Associate
NACBA
Business Insurance Sr. Account Associate Applicants must be within driving distance to the Ridgeland, MS office and be able to commute to the office at least three days per week. Responsibilities Itermediate 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 Qualifications We'd love to meet you if your professional track record includes these skills: 1 to 2 years prior experience Associate degree preferred Bachelor's degree a plus Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation a plus (AAI/CISR) 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 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 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 MMA Core Values: Collaboration, Passion, Innovation, Accountability Property Casualty Resident's License Required Annual CE Requirement Benefits Some benefits included in this role are: 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 EEO Statement Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr
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