Client Coordinator - Private Client Services

Client Coordinator - Private Client Services

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 Client Coordinator at 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 (NYSE: MRSH).

A day in the life.

The Client Coordinator provides support to the Private Client Services (PCS) team for new and renewal business. This role is responsible for a broad range of daily servicing tasks in support of an assigned team or book of business.

·         Support the Private Client Service (PCS) team with new and renewal business

·         Gather client information, prepare applications, and research policy and premium data

·         Prepare accurate quotes and proposal materials

·         Process new business, renewals, endorsements, claims, and related documentation in carrier and agency systems

·         Invoice new business, renewals, and endorsements according to agency procedures

·         Update the agency management system as needed

·         Prepare certificates of insurance and evidence of insurance

·         Support departmental compliance and help ensure accurate, timely communication

·         Maintain strong working relationships with clients, carriers, and team members

• Ensure confidentiality of information and maintain accurate agency management system records

·         Use online rating and insurance analysis tools

• Consistently strives to make a positive contribution to customer satisfaction.

·         Perform other duties as assigned to support the successful completion of the role.

Our future colleague.

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

• High school diploma or general education degree required.
• Good interpersonal skills and a high sense of urgency.
• Excellent written and verbal communication.
• Proficiency in Microsoft office applications required.
• Must have the ability to work under pressure and multi-task.
• Property/Casualty license or ability to attain is required.

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

• Prior experience in High-Net-Worth marketplace preferred.
• 2+ years’ experience in customer service, personal lines insurance for a carrier or broker preferred.
• CIC, CPCU, CPRIA, CPRM, or CISR designation preferred.

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

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 and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.