Client Financial Coordinator

Marsh McLennan • San Francisco, CA

3d • Hybrid

About The Position

We are seeking a detail-oriented and organized individual to join our team as a Client Financial Coordinator reporting to the Client Financial Manager at Marsh. In this role, you will be responsible for delivering a consistent and exceptional client experience regarding all financial aspects of Marsh engagements. Your efforts will contribute to improved client satisfaction and ensure that our organization maintains a healthy financial position while meeting its financial obligations. This is a hybrid role available at any Marsh location across the U.S. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Requirements

• Prior experience in client invoicing or a similar role in insurance or financial services
• Strong problem-solving skills
• Excellent attention to details and ability to manage multiple client accounts simultaneously
• Highly organized self-starter who can prioritize tasks and meet deadlines
• Enjoys working in a fast-paced environment with multiple stakeholders
• Superior communication skills focused on resolution and client service
• Effective collaborative skills to build and maintain relationships with internal teams and clients
• Proficiency with accounting principles and terminology

Nice To Haves

• Proficiency in Microsoft Office: Excel, PowerPoint, and Outlook - knowledge of Excel formulas and pivot tables
• Current Property and Casualty (P&C) General Lines Licensee preferred
• Proficiency in relevant financial software and tools

Responsibilities

• Proactively track client placements and manage premium billings to ensure all items are invoiced in a timely manner
• Ensure appropriate documentation is included for submission of invoice requests to a centralized invoicing team
• Address any client or colleague inquiries to ensure invoicing is complete including corrections as needed
• Support proactive credit control with the Client to avoid Notice of Cancellations and Marsh Bad Debt.
• Resolve client invoicing issues, payment reconciliation discrepancies, and NOCs ensuring client teams, Fiduciary Accounting, carriers, and clients are engaged accordingly
• Work with Account Owners, Client Teams, clients and internal functional teams to research and resolve billing discrepancies and unbilled items
• Solution for open Revenue Recognition and similar internal revenue reserve items

Benefits

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees