Client Coordinator - Business Insurance - Marsh & McLennan Agency - Sioux Falls, SD

Client Coordinator

Why choose Marsh & McLennan Agency (MMA)?

Make a career. Make a difference. When you work at MMA, you’ll experience real opportunities to help people and businesses become more safe, secure, and successful. With MMA, you can create a career that matters.

Interested? Marsh & McLennan Agency (MMA) located in Sioux Fall, SD may be the place for you. As an MMA colleague, you’ll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.

Job Summary: The Client Coordinator position provides assistance to Account Managers in the billing and processing of all new and renewal commercial business.  This position lays the ground work for handling a book of business while learning from an experienced Account Manager on their accounts. 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 Account Manager. It is critical that the individual who takes on this role is motivated to work on their own and as part of the team.

Essential Job Functions:

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 Account Manager and Producer to prepare proposals. Assist the Account Manager 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 with minimal assistance from the Account Manager.

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 Account Manager to resolve in a timely manner.

Produce certificates of insurance in response to daily requests from Insureds.

Update the Agency Management System (AMS) 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 commercial book of business. Assist with the training of new hires. Maintain a 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. Any other duties that may be assigned.

Desired Qualifications:  A minimum of 1 year of commercial lines insurance experience desired. Ability to effectively communicate both verbally and in writing.  Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management.  Computer proficiency with Management System, Outlook, Excel Spreadsheets, Word documents, faxing from PC and Internet search.  Establishes priorities and organizes time efficiently to ensure that tasks are completed to meet or exceed deadlines. 

Education Requirements: P&C License required within six months of hire.  CISR, INS, AU, or CIC designation required within 3 years.

Work Environment and Physical Demands:  Working conditions are normal for an office environment.  While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is frequently required to sit and use hands to finger, handle, or feel.  The employee is occasionally required to stand, to walk and to reach with hands and arms.  The employee must occasionally lift and /or move up to 40 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Marsh & McLennan Agency (MMA) provides colleagues the freedom to make a career and difference. We encourage you to explore your curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. 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. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs.

You can apply your talent in bold ways that make a difference – at MMA. For more information about our company, please visit us at: http://marshmma.com/careers.