Account analyst

Marsh McLennan
Conshohocken, PA

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

  • Assist clients with service, risk management, and claim reporting needs.
  • Prepare and deliver Certificates of Insurance and Auto IDs for clients.
  • Communicate with clients, prospects, client teams and producers to provide best in class service and drive growth.
  • Prepare new business and renewal reviews and premium/loss summaries in accordance with timelines set by Account Executive.
  • Update future applications for renewal preparation.
  • Gather and review loss data to prepare detailed premium and loss summaries.
  • Assist with the development of client proposals.
  • Coordinate efforts with Account Executive to resolve complex client issues.
  • Manage timetable for new business marketing and renewal process.
  • Create reports for clients, underwriters, and internal teams as needed.
  • Help keep the team organized and on track.
  • Other responsibilities as assigned.

REQUIRED EDUCATION AND EXPERIENCE :

  • College degree preferred.
  • Two years of Business Insurance experience preferred.
  • Holds required and appropriate insurance agent's license.

KNOWLEDGE, SKILLS AND ABILITIES

  • Good time management, organizational abilities, and attention to detail.
  • Strong communication skills and professional demeanor.
  • Proficient in standard computer applications. Proficiency with Applied Epic preferred.
  • Regular and predictable attendance in accordance with the limitations and reporting procedures established by the company from time to time.
  • Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee's ability to safely perform their job.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is:
  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
  • Occasionally required to stand and walk;
  • Extensive use of computer and keyboard and viewing of computer screen is required;
  • Specific vision abilities required by this job include vision, and ability to adjust focus.
  • Other working conditions are normal for an office environment.

WORK LOCATION

  • Work is typically performed in a hybrid manner at MMA East's Conshohocken, PA office

The applicable base salary range for this role is $60,000-70,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, 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. If you have a need that requires accommodation, please let us know by contacting [email protected]

#MMAE #LI-Hybrid
Posted 2025-10-06

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