Client Coordinator – Business Insurance – Grand Forks, ND (MMA Upper Midwest)

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. More than 9,000 of 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 thrive as a Client Coordinator 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 170 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: MMC).

A day in the life.

As our Client Coordinator on the Business Insurance team, you’ll provide assistance to client service team members in the billing and processing of all new and renewal clients. A successful Client Coordinator is able to balance the workload of their own book of business while helping support the larger and more complex accounts of the client service team. The ability to work independently and on a team is critical in this role.

• Read, practice and live the Code of Conduct for the agency. Be a participant in maintaining a strong work environment and culture for all team members.
• Assist with application assembly, Loss Runs, and Loss Summary during the Pre-Renewal process when necessary.
• Service and develop accounts during the submission process for both new and renewal business.
  • Be familiar and knowledgeable with company guidelines, rating structure, underwriting philosophy and various company plans and options.
  • Order renewal business quotes from the carriers and review them for accuracy.
  • Update the Agency Management System, maintain and/or create Excel spreadsheets, enter information into the carrier’s online management system as required by client and/or carrier.
• Work with the service and sales team to prepare proposals.
• Assist the service team in issuing binding documents including the processing of Auto ID Cards, preparing templates and issuing certificates of insurance and invoicing of new and renewal policies when necessary.
• Provide preparation for the delivery of new and renewal policies, including setting up both the Insured and agency copies, verification of compliance with order instructions, checking company forms and accuracy of coverage limits.
• Responsible for completing mid-term policy services in accordance with the workflow process:
  • Receive endorsement orders over the phone, email or fax from insureds. Submit change requests to carriers in accordance with the insured’s request.
  • Review and process audits and endorsements upon receipt from carriers.
  • Investigate, understand and identify discrepancies or alterations that would impact the client and work with the carrier and/or service team to resolve in a timely manner.
  • Produce certificates of insurance in response to daily requests from Insureds.
  • Update the Agency Management System as necessary in response to the requested services.
  • Invoicing endorsements and audits when applicable.
  • Reconcile account discrepancies with various carriers.
• Responsible for servicing and retaining an existing book of business.
• Assist with the training of new hires.
• Maintain a positive rapport with clients and company underwriters.
• Maintain a concern for timeliness and completeness when interacting with clients to minimize potentials for error or omission claims. Abide to agency service level standards and quality guidelines.
• Identify opportunities for process improvement, efficiencies or consistencies. Determine strategies for implementing process improvement into the team.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent.
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency.
• Excellent written and verbal communication.
• Ability to effectively build and maintain positive working relationships with management and colleagues and clients.
• Proficiency in Microsoft office applications required.
• Must have the ability to work under pressure and multi-task.
• Be a self-starter and problem solver.
• Ability to get licensed in insurance within 3 months of hire.

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree in business related field.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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