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Regional Finance Liaison


The primary focus of the Finance Liaison is to bridge the communication and data points needed to improve the flow of information between Operational colleagues and systems to the Finance organization. Ensure alignment and consistency of data and processes by working with Finance and functional leaders to achieve operational efficiency across all lines of business

Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, youll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition.


What can you expect?

Opportunities for personal and professional growth and development.
Colleagues at MMA Southeast dont simply work together; we challenge each other to push further, think smarter, and love what were doing together. Our shared purpose is to be there for our clients in the moments that matter.


We will count on you to:

Monitors and assess regional performance of Operational Key Performance Indicators such as Invoicing Accuracy, Data Completeness, and System Utilization
Ensures a responsive environment for research needs as they relate to Operations and Finance
Positive influencer of service team oversight and development of regional service standards
Provide remedial invoice training specifically to Operations colleagues with increased void ratios.
Support Finance colleagues with Operation tasks, Agency Management Systems, Billing processes
Correspond between Finance colleagues and Operation team members to update and/or correct policy information needed for commissions to post.
Monitor and enforce the Renewed Not Billed Report.
Monitor and ensure the Revenue Completeness Report.
Review and respond appropriately to any notable trends in the Void Report.
Work with EH&B Finance team to add Product Lines for Value-Add producer charge backs.
Maintain invoicing Smartsheet and review reminders as needed.
Request insurer and payee codes as needed.
Understand Third Party Provider (TPP) process and request TPP codes as needed.
Support Operation account teams with TPP billing issues


What you need to have:

Excellent phone and interpersonal communication and customer service skills
Excellent organizational skills with ability to prioritize duties.
Multi-tasked and meticulous with ability to self-check for accuracy.
Working knowledge of Smartsheet
Must have excellent computer skills and be proficient with MS Office applications.
Must learn the Agency Management Computer System (Sagitta, ImageRight, BenefitPoint, EPIC)
Must be able to work independently and as part of a team.
A professional appearance must be maintained at all times.


What makes you stand out:

Property & Casualty and Life & Health Licenses
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability


What is in it for you?

Medical, dental & vision insurance
401K and company match program
Company-paid Life and Disability offerings
Employee Stock Purchase Plan (ESPP)
Generous Paid Time Off (PTO) programs
Paid Parental Leave
Volunteer paid time off (VTO)
Career mobility
Pet insurance
Employee Resource Groups (ERGs)
Continuing education and training opportunities

MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. MMA was named a 2021 Top Workplace for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.


Marsh McLennan and its Affiliates are EOEMinority / Female / Disability / Vet / SexualOrientation / Gender Identity employers.


At MMA, your future is limitless. For more information about our company, please visit us at: (link removed)/careers.