Project Coordinator - Private Client Services jobs in United States
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Marsh McLennan Agency · 19 hours ago

Project Coordinator - Private Client Services

Marsh McLennan Agency is a provider of business insurance and employee benefits solutions, seeking a Project Coordinator for their Private Client Services team. The role involves managing client intake and case development processes to support complex client referrals, ensuring operational excellence and effective communication.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Lead intake and detailed fact-finding calls with prospective clients
Organize and manage multi-property documentation and complex case details
Build complete, standardized case packages to support underwriting and quoting processes

Qualification

Client communicationCase managementMS Office proficiencyDetail-orientedProblem-solvingMulti-taskingIndependent workCommunication skills

Required

Lead intake and detailed fact-finding calls with prospective clients
Organize and manage multi-property documentation and complex case details
Build complete, standardized case packages to support underwriting and quoting processes
Successful work history to include a minimum of 1 year experience in a professional office setting
Strong written and verbal communication skills is required
Skilled ability to keep multiple tasks on course for completion at the same time with attention to detail
Experienced in technology; ability to quickly learn new systems and proficient use of the MS Office suite, especially Power Point and Excel
Ability to work independently; resourceful for answers within wide range of content and systems
Must be detail-oriented with a can-do attitude
High school diploma or equivalent is required

Preferred

Proven ability to interact with and create a network of contacts
Demonstrates strong problem-solving abilities by analyzing complex issues, developing innovative solutions, and effectively implementing strategies to overcome challenges

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

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.

H1B Sponsorship

Marsh McLennan Agency has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)
2022 (2)
2021 (2)
2020 (4)

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