Client Coordinator - Transportation Insurance

Transportation Client Coordinator

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 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 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.

A day in the life.

As our Client Coordinator on the Transportation team, you will:

• Assist Client Managers, Client Executives, and Unit Managers in the processing and handling of daily changes and activities pertaining to client accounts. These duties include but are not limited to:
• Handling of renewal gathering letters
• Request loss runs
• Create loss summaries and large loss narratives
• Create renewal certificate holder lists
• Binding Process
• Auto ID Cards
• Update certificate templates
• Create renewal applications for non-Great West Business
• Mailing policies
• Handling flood renewals
• Handling Direct Bill Automatic Renewals
• Processing surplus lines forms
• Processing excess cargo quotes
• Processing finance quotes
• Setting up proposal templates
• Handling all Western Surplus changes
• Handling all change requests for autos and drivers
• Follow up with clients regarding driver and equipment lists
• Submitting renewal applications
• Processing bond applications
• Processing Additional Insured certificate requests
• Transfer Marketing information to specialized and on-line applications and Excel spreadsheets
• Processing changes and renewals in the Great West Quick R8 system
• Notification of late reported claims

Assist or complete other tasks and projects as directed by Agency management.

Our future colleague.

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

• Reading, writing, and mathematical skills that would normally be acquired through the acquisition of a high school diploma.
• Possess or have the ability to acquire applicable resident and non-resident agency/broker license within 3 months of hire and comply with continuing education requirements.
• Preference will be given to those with a minimum of one-year brokerage background involving insurance processing, customer servicing and/or information handling. Preference given to candidates meeting requirements in the transportation industry.
• Strong team environment skills with the ability to work independently or as part of a group.
• Demonstrated analytical, problem solving, and decision-making skills and acute attention to detail.
• Strong computer skills and proficiency in PC applications including Microsoft Office Word, Excel and Outlook.
• Effective verbal, written, and interpersonal skills including a demonstrated ability to produce and deliver focused communication both verbally and in writing throughout all levels of client organizations, the Agency, as well as insurance carriers and third-party brokers.
• Strong aptitude for flexibility and multi-tasking with the ability to perform under pressure in a fast-paced environment.
• The ideal candidate will possess the ability to grow their knowledge within this position and advance into roles increasingly integral to the department.

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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful 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

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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