Account Associate –Marsh McLennan Agency > 구인/구직/과외

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구인 Account Associate –Marsh McLennan Agency

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작성자 Marsh
댓글 0건 조회 28회 작성일 25-09-05 08:15

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Job Classification

o   Business Title: Account Associate

o   Line of Business/Department: Business Insurance

o   Location: Newnan, GA / Alpharetta, Atlanta, GA / West Point, GA

o   Job Family Group: Account Management

o   Job Family: Client & Customer Services

o   FLSA Status: Non-Exempt

 

Job Summary & Purpose

o   The main goal and function of a Business Insurance Account Associate is to assist the teams in the service of new and existing accounts at the direction of a Team Lead or Unit Leader.

 

Job Responsibilities

o   Basic Knowledge of Agency Management System

o   Assist with client service deliverables aligned with tasks

o   Steps in to support account team members on any/all functions as needed.

o   Assists other Account Associate's during high volume times as needed.

o   Basic knowledge of available tools (Reference Connect, Playbook, MMA U)

o   Provides New Business, Renewal and General Service Support based on the following tasks:

o   AMS Data Entry: new business support, renewal support, special projects

o   Order and File Loss Runs

o   Generate Certificate Holder Lists

o   Download E-Mods or request from insurance carrier

o   Order Flood Zones

o   Order ISO Prometric Reports

o   Certificate Issuance

o   Evidence of Property Issuance

o   Auto ID Card Issuance

 

Qualifications

o   High School Diploma Required

o   0-12 months prior experience

o   Reliable and punctual

o   Developing active listening, verbal and written communication skills, customer service skills

o   Developing attention to detail and sense of urgency and problem-solving abilities

o   Team player and eager to learn

o   Works at the direction and under guidance of the Unit Leader / Unit Manager / Client Team

o   Developing basic understanding of prioritization & organizational skills

o   No direct carrier interaction but understands the importance of strong carrier relationships.

o   Basic application of tools & resources

o   Basic application in Adobe, Microsoft Office Products (Outlook, Word, and PowerPoint) and proficient in Excel

o   Learn and adopt MMA Core Values: Collaboration, Passion, Innovation, Accountability

 

Licenses and Certifications

o   Property Casualty Resident’s License within 90 days of hire

o   Annual CE Requirement

 

* If you are interested in this position, please send your resume to James.Oh@MarshMMA.com.

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