Business Insurance Sr. Account Associate

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 11,000 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 Business Insurance Sr. Account Associate at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

Applicants must be within driving distance to the Birmingham office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As a Sr. Account Associate you will:

• Assist with Word Documents and/or Excel spreadsheets as requested
• Correspond with clients and companies
• Basic File Maintenance
• Enter detail for new business applications as needed
• Setup Templets for Certificates of Insurance
• Issue Certificates of Insurance and Evidence of Property forms
• Issue ID Cards
• Learn to check policies with direction from Account Manager
• Process change requests to the carrier and endorsements received from the carrier
• Process incoming requests for additional information from the carriers
• Prepare renewal kits and forward to clients for updated information
• Prepare and assist with renewal Summaries & Proposals
• Assists with loss run requests
• Set up insured’s policy booklet
• Other responsibilities as needed to support the production team

Our future colleague.

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

• 1-2 years insurance industry experience in a brokerage or agency environment
• Able to research and analyze problems independently
• Excellent written, communication, and customer service skills
• Proficient with Microsoft Word, Excel, Power Point, and Outlook
• Ability to learn Agency Management and Imaging Systems
• Property & Casualty Agents License or obtain within 90 days
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

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:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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