Business Insurance Production 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. 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 make your mark as a Business Insurance Production Associate at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Production Associate on the Business Insurance team, you’ll

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

• Basic working knowledge and understanding of commercial property/casualty coverages and services
• Process and handle daily tasks and activities, including but not limited to:
• Issue Certificates of Insurance and Auto ID Cards as needed
• Order loss runs and prepare loss summary as needed
• Request and update certificate holder lists
• Prepare premium summaries
• Input applications into AMS 360 (agency management system)
• Utilize and manage ImageRight tasks
• Process and issue binders, invoices, and claims instructions
• Order client changes and corrections from the carrier, follow up, review for accuracy and invoice
• Complete initial policy reviews
• Prepare surplus lines tax filings
• Check and process final policy audits
• Responsible for reconciling billings and correcting accounting issues
• Provide premium breakdowns as requested
• Secure and review Experience Modification Factors
• Enter data (as needed) into AMS 360 and verify for accuracy
• Clearly document files to include changes made throughout the policy term
• Provide assistance in the new business and renewal process (including marketing) as requested
• Know available markets for various industries and coverages, effectively negotiate placement with carriers, develop relationships with carriers, evaluate coverages/cost
• Basic level of understanding of commercial rating concepts
• Present proposals to prospects and clients, ensure all needed coverages are included to protect the client, close the sale, deliver policies
• Handle complex processing and claim situations with client and/or company personnel
• Assist clients with policy, coverage, and service issues as needed
• Proven ability to organize and manage day to day and special activities in order to meet deadlines
• Demonstrated ability to understand and execute oral and written instruction
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Account Manager, Producer, or others
• Attends unit meetings, education workshops, carrier functions, staff meetings, and social events, as needed
• Protects the confidentiality of all client information
• Follows Standard Operating Procedures
• Promote agency and insurance industry in the community
• Maintain professional, technical and industry knowledge by pursuing designations, attending educational classes, reviewing professional publications, establishing personal networks, participating in professional societies and company training meetings on new products
• Network, create relationships with potential future clients and carrier partners. Foster existing relationships with consistent and effective touch points.
• Shadow existing producers on client and prospect calls and meetings
• Must have Property & Casualty license or obtain within 90 days of employment.

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree in business-related program preferred or equivalent education and/or experience; Good communication, presentation, and interpersonal skills; Ability to develop lasting client relationships; Ability to work well on your own and also as part of a team
• Ability to develop in-depth knowledge of products and markets; Self-confident with good business sense and professional manner; Must be able to travel as necessary for client meetings, agent conventions, and other industry meetings as needed; Must learn the Agency Management System and Document Imaging System; General understanding of commercial property and casualty coverages
• Aptitude for accuracy in mathematical calculations; Advanced working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications; Ability to manage ongoing working relationships with clients and associates; Firm, fluent grasp of English language with above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility; 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick:

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com