Business Insurance Senior Account Associate
No salary listed
Junior
Bachelor's, Associate's
Huntsville, AL, USA
HybridHybrid role; commute to the Huntsville office at least three days per week.
InsuranceInsurance Sales & Agency
Company Does Not Provide H1B Sponsorship
About the job
Requirements
- One to two years of prior experience.
- Ability to perform duties independently and proactively.
- Developing, professional approach to internal and external customer service.
- Developing effective delegation skills.
- Strong listening, verbal and written communication skills, and customer service skills.
- Strong attention to detail, sense of urgency, and problem-solving abilities.
- Strong understanding of prioritization and organizational skills.
- Team-oriented and eager to learn.
- Reliable and punctual.
- Intermediate to advanced knowledge of an agency management system and available tools, including Reference Connect, Playbook, and MMA U.
- Intermediate to advanced application of Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
- Property casualty resident's license required.
- Annual continuing education requirement.
Responsibilities
- Actively participate with the client team on client deliverables and meeting client expectations.
- Support account team members on any or all functions as needed.
- Assist other Senior Account Associates during high-volume periods as needed.
- Provide new business and renewal support by compiling Broker of Record letters, updating the renewal flow checklist, preparing loss summaries, transmitting renewal requests to clients via email or Indio, gathering renewal information from clients and updating the agency management system, running ModMaster reports, following up on submissions with markets, and generating proposals or coordinating proposal support with a vendor.
- Provide general service support by entering agency management system data for new business, renewals, and special projects; handling new mail; downloading carrier documents; creating or updating certificate and evidence of property templates; following up with carriers for policies and endorsements; performing second reviews of policies after receiving vendor checklists; ordering endorsements, reviewing them upon receipt, and addressing discrepancies; creating or updating schedules of insurance; creating loss policy releases; addressing cancellations and reinstatements; and reviewing audits and addressing discrepancies.
- Perform accounting tasks, including premium allocations, invoicing renewal policies, audits, and endorsements, monitoring accounts receivable, processing check requests and accounts receivable adjustments, managing cash on account and finance agreements, and resolving accounting discrepancies.
- Support a book of business at the direction and under the guidance of the unit leader, unit manager, or client team.
- Understand the importance of strong carrier relationships; the role has no direct carrier interaction.
- Model MMA core values of collaboration, passion, innovation, and accountability.
Desired Qualifications
- Associate degree preferred.
- Bachelor's degree is a plus.
- Experience with an advanced degree in risk management and insurance, finance, or accounting is a plus.
- Advanced designation such as AAI or CISR is a plus.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
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Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
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