Client Coordinator Team Lead - Agribusiness Insurance

Marsh McLennan•Leawood, KS

1d•Hybrid

About The Position

Client Coordinator Team Lead - Agribusiness 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 drive 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 an Ag Client Coordinator Team Lead 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 McLennan (NYSE: MRSH).

Requirements

High school diploma or equivalent, required; college degree preferred.
2+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
Must be detailed with excellent organizational and time management skills.
Good interpersonal skills and a high sense of urgency.
Excellent verbal and written communication skills, with a proven ability to establish relationships at all levels.
Proficiency in Microsoft office applications required.
Must have the ability to work under pressure and multi-task.
Ability to work well in a fast-paced team environment and communicate effectively.
Self-starter with good time management skills, attention to detail, and ability to meet deadlines.
Property/Casualty license or ability to attain is required.

Nice To Haves

college degree preferred
experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
Ability to attain Property/Casualty license

Responsibilities

Collaborate with AVP in creating and assigning Client Coordinator job duties, work assignments, and procedures.
Conduct monthly 1:1s with direct reports, regularly discussing each Client Coordinator’s progress and development.
Meet on a regular basis with AVP to share feedback from 1:1s.
Review and approve time sheets and PTO requests; approving PTO based on team needs.
Maintain responsibility for all Client Coordinator team training, including the onboarding and training of new hires as well as working with current team members to identify training needs and execute additional training as needed.
Monitor Client Coordinator to-do lists and assign tasks as necessary.
Backup AVP duties related to the Client Coordinator team in AVP’s absence.
Assist team in day-day Client Coordinator duties as needed.
Creating renewal packets
Requesting loss runs
Creating premium and loss summaries
Creating renewal certificate holder lists
Issuing auto ID cards
Updating certificate templates
Handling BPRC activities
Mailing policies
Setting up proposal templates
Handling all endorsement activity including change requests, follow up, checking (direct bill) and delivery to the client (direct bill).
Following up with clients regarding driver and equipment lists
Claims notification and follow up
Handling livestock auction claims for the Canopius program.
Handling assigned livestock-only book of business
Assist in preparing marketing submissions
Issuing certificates based on existing templates
Handling monthly stock reports
Assisting Client Managers with the following EPIC related functions: Setting up Master Marketing submissions, Adding BR-M Activity for each expiring policy as needed, Creating Auto, Driver and Equipment Excel workbooks, Moving Marketed policies to Current policies, Downloading policies and sending to Patra for checking
Assist or complete other tasks and projects as directed by Agency management.