Business Insurance Account Associate
About the job
- A high school diploma is required.
- 0–12 months of prior experience.
- Develop active listening, verbal and written communication, and customer service skills.
- Develop attention to detail, a sense of urgency, and problem-solving abilities.
- Be a team player and eager to learn.
- Work under the direction and guidance of the Unit Leader, Unit Manager, or Client Team.
- Develop a basic understanding of prioritization and organizational skills.
- Understand the importance of strong carrier relationships; this role has no direct carrier interaction.
- Apply tools and resources at a basic level.
- Apply Adobe and Microsoft Office products, including Outlook, Word, and PowerPoint, at a basic level; be proficient in Excel.
- Learn and adopt MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
- Obtain a Property Casualty Resident’s License within 90 days of hire.
- Meet the annual continuing education requirement.
- Assist with client service deliverables aligned with assigned tasks.
- Support account team members on any or all functions as needed.
- Assist other Account Associates during high-volume periods as needed.
- Provide new-business, renewal, and general-service support.
- Enter agency management system data for new-business support, renewal support, and special projects.
- Order and file loss runs.
- Generate certificate holder lists.
- Download E-Mods or request them from the insurance carrier.
- Order flood zones.
- Order ISO Prometrix reports.
- Issue certificates.
- Issue evidence of property.
- Issue auto ID cards.
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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