About Marsh McLennan Agency Midwest
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.
The Accounting Coordinator is an organized, muti-tasker with strong administrative and time management skills. This individual is responsible for the organization’s mailings, check printing, keeping accurate records of incoming and outgoing payments, check and document review, processing bank deposits, data entry, answering inquiries, and research. Additionally, the Accounting Coordinator will assist the accounting team with various tasks as needed.
Accounting Support
Support all mail and documentation processing, including returning incorrectly addressed mail to Admin & Facilities teamScan and distribute all carrier payable statements to the Carrier Payable email addressScan and distribute all vendor bills to the Vendor Payable email addressProcess all incoming and outgoing checks dailyRecord and provide all live checks to appropriate designated internal team dailyCommunicate with Clients and/or Carriers on where to properly send paymentsVerify proper documentation is included with all outgoing check payments (Carrier, Vendor, Client Refunds, TPA, Etc) and ensure check accuracyPrepare all FedEx overnight mailings in support of the accounting work streams (Vendor Payable, Carrier Payable, TPA, Etc)Work with carriers, vendors, and internal teams to resolve accounting-related changes and/or issuesPull Carrier statements from web portalsReview shared mailboxes to allocate e-mails to specific team membersMake changes in Agency management system (Epic) to assist Direct Bill Commission team with their statement reconciliationAudit Concur expense reports for accuracy and approval or work to resolve issues with internal colleaguesOther accounting duties and projects as required
Data Integrity & Quality
Maintain accurate and complete client data in manual files and agency management systemsConsistently achieve data integrity and meet activity timeliness, quality metrics, and goalsUtilize internal resources for identified processes to ensure efficiency and consistency in execution
Peer Relationships
Provide feedback and share information at team meetingsDevelop successful and effective working relationships with Accounting team, Producers, Account Executives, Account Managers, service team members, managers, carriers, vendors, and members of other departmentsCommunicate effectively with peers, service teams, Account Executives and Producers with providing timely and complete information to allow them to effectively manage service execution
Required
Detail-oriented with excellent organizational and time management skillsGood interpersonal skills and high sense of urgencyProficiency with Microsoft Office
Preferred
2+ years Accounting experiencePrior experience with Applied EpicPrior insurance industry experience helpful, but not requiredAS/BA in Accounting or related field, preferred
A Great Place to Work. A Great Place to Perk.
Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:
Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We Are
MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.
#MMAMW