Client Coordinator - Private Client Services jobs in United States
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Marsh McLennan Agency ยท 1 day ago

Client Coordinator - Private Client Services

Marsh McLennan Agency (MMA) is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. As a Client Coordinator on the Private Client team, you will assist in the growth of the Private Client Insurance department by providing professional service and sales to clients, managing multiple priorities, and collaborating with team members to enhance knowledge and client satisfaction.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Assist in the development of the Private Client Insurance department through the growth of new business and retention by providing prompt, accurate, professional service and sales to clients, producers and carriers
Manage multiple priorities efficiently
Communicate with clients in a clear and concise fashion
Identify issues and implement appropriate resolutions
Collaborate with other team members and carrier partners for best practice sharing and to increase knowledge base
Understand the holistic personal lines model and cross sell lines appropriately to mitigate client risks
Desire for continuous learning to keep ahead of industry trends

Qualification

Interpersonal skillsOrganizational skillsTime managementProblem solvingSelf-starterAttention to detail

Required

High school diploma or equivalent
Good interpersonal skills and a high sense of urgency
Be a self-starter and problem solver
Must be detailed with excellent organizational and time management skills

Preferred

Property & Casualty License (required within 3 months of hire)
CISR designation (required within 3 years of hire)

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase