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Client Relationship Coordinator

Marsh McLennan · Scottsdale, Arizona, US

Company: Marsh McLennan Agency Description: The Client Relationship Coordinator supports an Employee Health & Benefits Producer by assisting in the support o...

Job description

Company: Marsh McLennan Agency Description: The Client Relationship Coordinator supports an Employee Health & Benefits Producer by assisting in the support of assigned accounts. The Client Relationship Coordinator assist with implementing new business by coordinating with internal service teams. Essential Duties & Responsibilities: Apprentice under Producer to learn their book of business, and how we serve our clients through our dedicated client service teams. Assist in scheduling renewal meetings and carrier/vendor communications: per the CE, CM and Producers guidance. Act as an extension of the producer to assist in coordinating internal/external meetings and project management. Support new business onboarding, including the assistance with completing the required onboarding documents, commission agreements etc. along with the guidance of the team. Work with the assigned client service teams to ensure the Producer is kept updated on client status, meetings and any escalated issues. Attend client meetings, renewal strategy sessions, and renewal analysis. Plan, coordinate client/prospect events and follow up. Handle contact management database Other duties as assigned. Required: B...