Demo

Lead Operations Specialist - McGriff Insurance (Hybrid)

Marsh McLennan
Birmingham, AL Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 6/7/2025

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 drives 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 Lead Operations Specialist at McGriff, a division of Marsh & McLennan Agency LLC (MMA.)

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE : MMC).

This role offers a hybrid working schedule which consists if 3 days per week in our Atlanta office and 2 days a week working remotely.

A day in the life.

As our Lead Operations Specialist / Account Management Hybrid on the McGriff Administration team, your focus will be on accounting related activities.  You’ll review complex invoicing as relates to written procedures.  Determine the appropriate steps to ensure invoicing is completed correctly and client and carrier payments are handled timely, challenge invoicing irregularities and provide guidance to teammates primarily in the Atlanta McGriff office, to support McGriff strategy.  Research client and carrier payments to assist teammates with account reconciliations and the monitoring of aged accounts receivable and accounts payable to determine areas with challenges. Partner with other McGriff accounting, operational and administrative teams on projects geared toward meeting operational goals, adding efficiency, driving excellence in client service and local office operations, and supporting overall strategy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Serve as subject matter expert for questions related to systems, procedures, workflows, and resources.

2. Develop, maintain, and monitor adherence to procedures, standards, and workflows.

3. Build and maintain relationships across business units, carriers, vendors, and outsourcing partners.

4. Proactively identify and generate efficiencies and cost savings.

5. Identify line of business challenges, provide support, and follow through to resolution.

6. Lead and participate in project groups and collaborate with team members. Help facilitate other projects as assigned.

7. Complete workload assessments for office locations (primarily Atlanta) to provide guidance and recommendations.

8. Remain abreast of current trends in insurance client service operations, standards, applications, workflows, and tools to support creation of an evolving and future focused delivery of client service.

9. Create and analyze reports related to productivity and other valid reference points and identify and implement opportunities for improvement.

10. Assist department manager by serving as mentor / coach to teammates and providing input on team member performance.

11. Direct participation in account management responsibilities as assigned to facilitate understanding of accounting related activities.

Our future colleague.

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

  • College Degree or equivalent education, training and work-related experience
  • Experience within the insurance industry related to account management or accounting
  • Highly effective written and verbal communication skills
  • Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.  Advanced proficiency with Excel.
  • Ability to work without direct supervision
  • Understanding of basic accounting principles especially as relates to accounts receivable and accounts payable.

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

  • Knowledge of insurance specific systems and applications
  • 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 MMA, check us out our website or flip through recruiting brochure.

    Follow us on social media to meet our colleagues and see what makes us tick :

  • Instagram
  • Facebook
  • LinkedIn
  • 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 McLennan and its affiliates are EOE Minority / Female / Disability / Vet / Sexual Orientation / Gender Identity employers.

    MMAPCS

    MMMCG

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