Description :

Account Analyst, Business Insurance

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 9, 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 Small Business Account Manager on our Business Insurance team 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.

A day in the life.

The Account Analyst at Clark Insurance, a Marsh McLennan Agency, supports the account management team with various administrative service functions in the Business Insurance Department.

What can you expect to do?

Process all incoming mail for assigned team

Process notices of cancellations, non-renewals, and reinstatements notices. Communicate issues to the account management team (or Account Executive on new business)

Review for accuracy and process applications, binders, endorsements, renewals, new business policies, census / enrollment requests, and certificates of insurance (applicable by department)

Handle billing questions, auto ID cards, verification of insurance phone call requests 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 for the account management team

Assist team with the preparation of applications and supporting documents

Understand all carrier online capabilities for billing and processing as necessary to complete your work processes

Communicate with account management team and Director to provide regular input on all account activity, and workload

Be familiar with, and adhere to the department’s procedure manual for the processing of your work processes

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

Additional responsibilities include ordering and organizing loss runs, data entry in Sagitta, 1st Policy Check, basic billing functions, on-demand certificates, and updating program charts

Our future colleague.

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

Strong data entry skills

Technical capacity with proficiency in Microsoft Office software programs

Good communication skills

Good organizational and time management skills

Customer focused

Willingness to take direction from team members

Detail oriented

2 years of insurance experience or undergraduate degree preferred

Currently pursuing an insurance education designation or willingness to obtain one

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 :

Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10 holidays, 2 floating holidays, and 4 days for learning & development

Comprehensive medical, dental and vision plans

K and company match program

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Last updated : 2024-04-23