Business Insurance Senior Account Associate

Location: Opelika, Alabama; applicants must live within driving distance and commute to the office at least three days per week.

Company

Marsh Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions through a broad North American office network.

What you will do

• Support client teams with client deliverables, service requests, and account team functions.
• Provide new business and renewal support, including broker of record letters, renewal checklists, loss summaries, renewal requests, market follow-ups, and proposal coordination.
• Maintain agency management system data and manage carrier documents, certificates, evidence of property templates, schedules of insurance, endorsements, cancellations, and reinstatements.
• Review policies, audits, endorsements, and related documentation to identify and resolve discrepancies.
• Handle accounting activities including premium allocations, invoicing, accounts receivable monitoring, finance agreements, check requests, and adjustments.

Requirements

• 1–2 years of prior experience.
• Intermediate to advanced knowledge of an agency management system and related insurance tools.
• Advanced proficiency in Excel and intermediate to advanced proficiency in Outlook, Word, and PowerPoint.
• Strong communication, customer service, organization, prioritization, attention to detail, and problem-solving skills.
• Property Casualty Resident’s License and completion of annual continuing education requirements.
• Ability to work independently, proactively support a book of business, and collaborate with client and account teams.

Nice to have

• Associate degree preferred; bachelor’s degree or advanced degree in risk management, finance, or accounting is a plus.
• AAI or CISR designation.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) plan with company match, company-paid life and disability insurance, and stock purchase opportunities.
• Paid time off, volunteer paid time off, and employee assistance program.
• Career mobility, employee networking groups, tuition reimbursement, and professional development opportunities.
• Charitable contribution matching programs.