Business Insurance Production Associate

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 a Business Insurance Production 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 (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 a Business Insurance Production Associate, you will:

• Basic working knowledge and understanding of commercial property/casualty coverages and services
• Process and handle daily tasks and activities, including but not limited to:
  • Issue Certificates of Insurance and Auto ID Cards as needed
  • Order loss runs and prepare loss summary as needed
  • Request and update certificate holder lists
  • Prepare premium summaries
  • Input applications into AMS 360 (agency management system)
  • Utilize and manage ImageRight tasks
  • Process and issue binders, invoices, and claims instructions
  • Order client changes and corrections from the carrier, follow up, review for accuracy and invoice
  • Complete initial policy reviews
  • Prepare surplus lines tax filings
  • Check and process final policy audits
  • Responsible for reconciling billings and correcting accounting issues
  • Provide premium breakdowns as requested
  • Secure and review Experience Modification Factors
  • Enter data (as needed) into AMS 360 and verify for accuracy
  • Clearly document files to include changes made throughout the policy term
• Provide assistance in the new business and renewal process (including marketing) as requested
• Know available markets for various industries and coverages, effectively negotiate placement with carriers, develop relationships with carriers, evaluate coverages/cost
• Basic level of understanding of commercial rating concepts
• Present proposals to prospects and clients, ensure all needed coverages are included to protect the client, close the sale, deliver policies
• Handle complex processing and claim situations with client and/or company personnel
• Assist clients with policy, coverage, and service issues as needed
• Proven ability to organize and manage day to day and special activities in order to meet deadlines
• Demonstrated ability to understand and execute oral and written instruction
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Account Manager, Producer, or others
• Attends unit meetings, education workshops, carrier functions, staff meetings, and social events, as needed
• Protects the confidentiality of all client information
• Follows Standard Operating Procedures
• Promote agency and insurance industry in the community
• Maintain professional, technical and industry knowledge by pursuing designations, attending educational classes, reviewing professional publications, establishing personal networks, participating in professional societies and company training meetings on new products
• Network, create relationships with potential future clients and carrier partners.  Foster existing relationships with consistent and effective touch points.
• Shadow existing producers on client and prospect calls and meetings

Our future colleague.

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

• Bachelor’s degree in business-related program preferred or equivalent education and/or experience
• Good communication, presentation, and interpersonal skills
• Ability to develop lasting client relationships
• Ability to work well on your own and also as part of a team
• Ability to develop in-depth knowledge of products and markets
• Self-confident with good business sense and professional manner
• Must be able to travel as necessary for client meetings, agent conventions, and other industry meetings as needed
• Must learn the Agency Management System and Document Imaging System
• General understanding of commercial property and casualty coverages
• Aptitude for accuracy in mathematical calculations
• Advanced working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
• Ability to manage ongoing working relationships with clients and associates
• Firm, fluent grasp of English language with above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
• Must have Property & Casualty license or obtain within 90 days of employment.

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 McLennan and its affiliates are

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

#MMASE