Client Coordinator - Private Client Service

About the role

Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement and private client insurance solutions. As a Client Coordinator for the Private Client Service (PCS) team, you will support new and renewal business with a broad range of daily servicing tasks for an assigned team or book of business.

Key responsibilities

• 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 and prepare certificates and evidence of insurance
• Support departmental compliance and ensure accurate, timely communication
• Maintain strong working relationships with clients, carriers and team members, keeping information confidential
• Use online rating and insurance analysis tools and perform other duties as assigned

Required profile

• High school diploma or general education degree
• Property/Casualty license or ability to obtain one
• Good interpersonal skills, a high sense of urgency and excellent written and verbal communication
• Ability to work under pressure and multi-task
• Prior experience in the high-net-worth marketplace, 2+ years in customer service or personal lines insurance, and CIC, CPCU, CPRIA, CPRM or CISR designations are a plus

Required skills

• Proficiency in Microsoft Office applications
• Insurance quoting, application preparation and policy research

What we offer

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