Business Insurance Account Associate

Posted 2 Months Ago
Be an Early Applicant
Lexington, KY, USA
In-Office
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
Manages business insurance client accounts through new business and renewal cycles. Responsibilities include renewal strategy, exposure analysis, carrier submissions, premium and coverage comparisons, proposals, binding, endorsements, audits, contract reviews, client presentations, and relationship management. The role supports account teams, mentors associates, maintains carrier relationships, and ensures deliverables meet client expectations and regulatory requirements.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

Our not-so-secret sauce.


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 an Business Insurance Account Associate at Marsh 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 (NYSE: MRSH).


Applicants must be within driving distance to our Lexington, KY 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 an Business Insurance Account Associate, you will:


  • Basic Knowledge of Agency Management System
  • Assist with client service deliverables aligned with tasks
  • Steps in to support account team members on any/all functions as needed.
  • Assists other Account Associate's during high volume times as needed.
  • Basic knowledge of available tools (Reference Connect, Playbook, MMA U)
  • Provides New Business, Renewal and General Service Support based on the following tasks:
    • AMS Data Entry: new business support, renewal support, special projects
    • Order and File Loss Runs
    • Generate Certificate Holder Lists
    • Download E-Mods or request from insurance carrier
    • Order Flood Zones
    • Order ISO Prometrix Reports
    • Certificate Issuance
    • Evidence of Property Issuance
  • Auto ID Card Issuance

Our future colleague.

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


  • High School Diploma Required
  • 0-12 months prior experience
  • Reliable and punctual
  • Developing active listening, verbal and written communication skills, customer service skills
  • Developing attention to detail and sense of urgency and problem-solving abilities
  • Team player and eager to learn
  • Works at the direction and under guidance of the Unit Leader / Unit Manager / Client Team
  • Developing basic understanding of prioritization & organizational skills
  • No direct carrier interaction but understands the importance of strong carrier relationships.
  • Basic application of tools & resources
  • Basic application in Adobe, Microsoft Office Products (Outlook, Word, and PowerPoint) and proficient in Excel
  • Learn and adopt MMA Core Values: Collaboration, Passion, Innovation, Accountability
  • Property Casualty License within 90 days of hire
  • Annual CE Requirement

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 fulfilment outside of work. 

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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

  • https://www.instagram.com/lifeatmma/
  • https://www.facebook.com/LifeatMMA
  • https://twitter.com/marsh_mma
  • https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.


Marsh Agency and its affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.


#MMASE

Skills Required

  • 3-5 years of prior experience
  • Associate's or bachelor's degree, or equivalent work experience
  • Property and casualty insurance license
  • Annual continuing education requirement
  • Advanced proficiency in Microsoft Excel
  • Intermediate proficiency in Microsoft Office, including Outlook, Word, and PowerPoint
  • Task leadership and ability to prioritize and organize daily tasks and account management responsibilities
  • Proficiency managing a book of business through the annual lifecycle
  • Ability to manage smaller, less complex accounts under guidance
  • Proficient project management skills
  • Ability to develop carrier relationships through marketing and underwriting
  • Knowledge of insurance products, lines, marketing techniques, current trends, and regulations
  • Ability to commute to the Lexington, Kentucky office at least three days per week
  • Advanced degree in RMIN, finance, or accounting
  • Advanced insurance designation in progress, such as AAI, CISR, CIC, CRM, ARM, or CPCU

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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