Insurance Account Assistant, Commercial Lines - Marsh & McLennan Agency - Dayton Ohio

SUMMARY: The Account Assistant provides administrative and technical support to the team in order to facilitate excellent client service by assisting with the daily management of various administrative and technical aspects of client accounts, as delegated by the Account Manager following Agency and carrier guidelines.


  • Determines eligibility by obtaining information on clients including ordering MVR's
  • Compiles and sends submissions to Markets to obtain quotes and assists in ordering policies
  • Maintains accurate system Information according to Agency, Carrier and E&O Guidelines
  • Provides assistance to clients on routine inquiries including certificates and policies, and other items regarding the clients' account
  • Assists the Account Manager in the administration and preparation of summaries and proposals, direct notice of cancellations, and other assigned notices to client
  • Completes ACORD Applications
  • Checks policies, reviews Policy Checker notes and orders appropriate policy corrections
  • Assists in the administration of endorsements including invoicing and submitting requests
  • Prepares and sends invoices
  • Administers audits and tracking invoicing and received payments
  • Reviews simple contracts
  • Prepares renewal documents and comparisons by inquiring about updates from client and learns to negotiate renewals
  • Works directly with clients, underwriters and Account Managers to ensure client needs are met
  • Enhances position knowledge by learning to understand complex contracts, bid spec/contract review and premium allocations

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