Client Coordinator-Private Client Service

Marsh McLennan•Chesterfield, MO

9d•Hybrid

About The Position

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 Service (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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.