Full-Time

Business Insurance Senior Account Associate

Updated on 9/10/2026

Marsh & McLennan

Marsh & McLennan

Risk, insurance and business consulting

No salary listed

Company Does Not Provide H1B Sponsorship

Ridgeland, MS, USA

Hybrid

Applicants must live within driving distance and commute to the office at least three days per week.

Bachelor's, Associate's

Category
Insurance (1)
Required Skills
Microsoft Office
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Microsoft Outlook
PowerPoint/Keynote/Slides
Requirements
  • One to two years of prior experience.
  • An Associate degree is preferred.
  • A Bachelor’s degree is a plus.
  • Advanced degree experience in RMIN, Finance, or Accounting is a plus.
  • An advanced designation such as AAI or CISR is a plus.
  • Ability to perform duties independently and proactively.
  • A 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 prioritization and organizational skills.
  • Intermediate to advanced application of tools and resources.
  • Intermediate to advanced application of Microsoft Office products, including Outlook, Word, and PowerPoint, with advanced proficiency in Excel.
  • A Property Casualty Resident’s License is required.
  • Annual continuing education is required.
Responsibilities
  • Actively support the client team with client deliverables and meeting client expectations.
  • Support account team members on functions as needed.
  • Assist Senior Account Associates during high-volume periods.
  • Provide new business and renewal support by compiling Broker of Record letters, updating renewal flow checklists, preparing loss summaries, transmitting renewal requests to clients by email or Indio, gathering renewal information, updating the agency management system, running ModMaster reports, following up on submissions with markets, and generating proposals or coordinating proposal support with vendors.
  • Provide general service support through agency management system data entry, new mail support, downloading carrier documents, creating or updating certificate and evidence of property templates, following up with carriers on policies and endorsements, performing second policy reviews, ordering and reviewing endorsements, creating or updating schedules of insurance, creating loss policy releases, addressing cancellations and reinstatements, and reviewing audits and discrepancies.
  • Perform accounting tasks including premium allocations, invoicing for renewal policies, audits, and endorsements, accounts receivable monitoring, check requests, accounts receivable adjustments, cash-on-account processing, finance agreements, and accounting discrepancy resolution.
  • Support a book of business under the direction and guidance of the Unit Leader, Unit Manager, and Client Team.
Desired Qualifications
  • A Bachelor’s degree.
  • Advanced degree experience in RMIN, Finance, or Accounting.
  • An advanced designation such as AAI or CISR.
  • Ability to work independently and proactively.
  • Effective delegation skills.
  • Team-oriented approach and eagerness to learn.
  • Reliability and punctuality.
  • Understanding of the importance of strong carrier relationships.
  • Intermediate to advanced application of tools and resources.
  • Advanced proficiency in Microsoft Excel.

Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.

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