IPMI Client Coordinator

Marsh Agency; Hong Kong; Hybrid; HKD 300,000 - 480,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Marsh Agency in Hong Kong is seeking a talented professional to join our Health & Benefits team. Based in Hong Kong, this hybrid role requires in-office presence at least three days a week to support client service and analytical duties.

You will assist with day-to-day service delivery, renewals, data preparation and benefits analytics, and coordinate with internal stakeholders to meet client needs within agreed timelines.

Qualifications

• Bachelor Degree in Management, Finance, Accounting, Behavioral, or in another related discipline.
• 2+ years of experience in the insurance industry preferred.
• Strong attention to detail and accuracy.
• Strong analytical skills with ability to interpret data and translate findings into insights.
• Solid Excel/reporting skills (pivot tables, data cleaning, reconciliation, basic charting).
• Good communication and stakeholder management.

Responsibilities

• Provide operational and analytical support to the employee benefits consulting/broking team and Account Managers.
• Support day-to-day service delivery for assigned clients (requests, follow-ups, documentation).
• Coordinate with internal stakeholders to meet client requirements within agreed timelines.
• Renewals / placement / billing support, including renewal reports and inputs tracking.
• Data preparation and benefits analytics: clean and massage data for analyses and summarize insights for management.
• Maintain accuracy, governance and filing of records in shared folders.
• Support claims personnel by coordinating information and progressing equitable outcomes.

Skills

Client servicing

Coordination

Data analysis

Excel skills

Communication

Stakeholder mgmt

Education

Bachelor degree in related field

Tools

Excel

Job description

We are seeking a talented individual to join our Health & Benefits team, part of our people and investments business at Marsh. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.
The incumbent will provide operational and analytical support to the employee benefits consulting/broking team and Account Managers. He/she will also ensure client needs are met in line with agreed service standards and timelines.

We Will Count On You To

• Client Servicing & Coordination:
• Support day-to-day service delivery for assigned clients (requests, follow-ups, documentation).
• Coordinate with internal stakeholders to meet client requirements within agreed timelines.
• Build collaborative working relationships across internal teams through clear and timely communication.
• Renewals / Placement / Billing Support:
• Support annual renewal activities and mid-term changes.
• Prepare renewal reports/materials and track required inputs.
• Follow up with clients for missing information and confirmations.
• Coordinate with internal teams for quotation, placing and billing activities (as applicable).
• Data Preparation & Benefits Analytics:
• Develop a working understanding of major employee benefits/insurance classes offered by the Company
• Collect, clean, and "massage" data (e.g., claims, benefit utilization, member census) for analysis
• Produce clear summaries/insights and highlight key observations for team management
• Accuracy, Governance & Filing:
• Validate that information received is accurate and aligned with engagement scope, policy terms and coverage
• Ensure proper filing, version control, and completeness of records in shared folders
• Claims Support:
• Maintain awareness of moderately complex claim-related matters
• Support claims personnel by coordinating information and assisting with progressing equitable claim outcomes on behalf of clients (within role scope)

What You Need To Have

• Bachelor Degree in Management, Finance, Accounting, Behavioral, or in another related discipline
• 2+ years of experience in the insurance industry preferred
• Strong attention to detail and accuracy
• Strong analytical skills (ability to interpret claims/utilization/census data, identify trends/cost drivers, and translate findings into clear insights and client-ready summaries)
• Solid Excel/reporting skills (e.g., pivot tables, data cleaning, reconciliation, basic charting)
• Good communication and stakeholder management
• Able to manage multiple deadlines and priorities effectively

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.