Client Coordinator - Private Client Services

Marsh; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Coordinator to support the Private Client Services team in a remote capacity. You will manage new and renewal workflows, gather client information, prepare applications, and ensure accurate policy data and documentation.

The ideal candidate has a high school diploma, strong written and verbal communication, proficiency with Microsoft Office, and the ability to work under pressure and multi-task in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Strong written and verbal communication skills.
• Ability to work under pressure and multitask.

Responsibilities

• Support the Private Client Services team with new and renewal business.
• Gather client information, prepare applications, and research policy data.
• Prepare accurate quotes and proposal materials.
• Process new business, renewals, endorsements, and related documents in systems.
• Invoice, update records, and maintain confidentiality.

Skills

Interpersonal skills

Written communication

Verbal communication

Urgency sense

Multitasking

Under pressure

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Remote

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.