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 team
Scan and distribute all carrier payable statements to the Carrier Payable email address
Scan and distribute all vendor bills to the Vendor Payable email address
Process all incoming and outgoing checks daily
Record and provide all live checks to appropriate designated internal team daily
Communicate with Clients and/or Carriers on where to properly send payments
Verify proper documentation is included with all outgoing check payments (Carrier, Vendor, Client Refunds, TPA, Etc) and ensure check accuracy
Prepare 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 issues
Pull Carrier statements from web portals
Review shared mailboxes to allocate e-mails to specific team members
Make changes in Agency management system (Epic) to assist Direct Bill Commission team with their statement reconciliation
Audit Concur expense reports for accuracy and approval or work to resolve issues with internal colleagues
Other accounting duties and projects as required
Data Integrity & Quality
Maintain accurate and complete client data in manual files and agency management systems
Consistently achieve data integrity and meet activity timeliness, quality metrics, and goals
Utilize internal resources for identified processes to ensure efficiency and consistency in execution
Peer Relationships
Provide feedback and share information at team meetings
Develop successful and effective working relationships with Accounting team, Producers, Account Executives, Account Managers, service team members, managers, carriers, vendors, and members of other departments
Communicate 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 skills
Good interpersonal skills and high sense of urgency
Proficiency with Microsoft Office
Preferred
2+ years Accounting experience
Prior experience with Applied Epic
Prior insurance industry experience helpful, but not required
AS/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 more
The flexibility to work at home or an office
A paid day off to volunteer and company-organized volunteer events
Up to $1,000 per year in matching charitable donations
Up to $750 per year in wellness rewards
A company-wide mentality that you can never appreciate your co-workers too much
Who 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.
