Client Coordinator Team Lead - Agribusiness Insurance

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Client Coordinator Team Lead - Agribusiness

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. 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 an Ag Client Coordinator Team Lead 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 (NYSE: MRSH).

A day in the life.

As our Client Coordinator Team Lead on the Agribusiness team, you will:

• Collaborate with AVP in creating and assigning Client Coordinator job duties, work assignments, and procedures.
• Conduct monthly 1:1s with direct reports, regularly discussing each Client Coordinator’s progress and development. Meet on a regular basis with AVP to share feedback from 1:1s.
• Review and approve time sheets and PTO requests; approving PTO based on team needs.
• Maintain responsibility for all Client Coordinator team training, including the onboarding and training of new hires as well as working with current team members to identify training needs and execute additional training as needed.
• Monitor Client Coordinator to-do lists and assign tasks as necessary.
• Backup AVP duties related to the Client Coordinator team in AVP’s absence.
• Assist team in day-day Client Coordinator duties as needed.  Including but not limited to:

• Creating renewal packets
• Requesting loss runs
• Creating premium and loss summaries 
• Creating renewal certificate holder lists
• Issuing auto ID cards
• Updating certificate templates
• Handling BPRC activities
• Mailing policies
• Setting up proposal templates
• Handling all endorsement activity including change requests, follow up, checking (direct bill) and delivery to the client (direct bill).   
• Following up with clients regarding driver and equipment lists
• Claims notification and follow up
• Handling livestock auction claims for the Canopius program.
• Handling assigned livestock-only book of business
• Assist in preparing marketing submissions
• Issuing certificates based on existing templates
• Handling monthly stock reports
• Assisting Client Managers with the following EPIC related functions:

• Setting up Master Marketing submissions
• Adding BR-M Activity for each expiring policy as needed
• Creating Auto, Driver and Equipment Excel workbooks
• Moving Marketed policies to Current policies
• Downloading policies and sending to Patra for checking

• Assistorcompleteothertasks and projects as directed by Agencymanagement.

Our future colleague.

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

• High school diploma or equivalent, required; college degree preferred.
• 2+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency.
• Excellent verbal and written communication skills, with a proven ability to establish relationships at all levels.
• Proficiency in Microsoft office applications required.
• Must have the ability to work under pressure and multi-task.
• Ability to work well in a fast-paced team environment and communicate effectively.
• Self-starter with good time management skills, attention to detail, and ability to meet deadlines.
• Property/Casualty license or ability to attain is required.

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
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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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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