New Business Coordinator

Marsh • Boston, MA

1d

About The Position

New Business Coordinator, Retirement
The New Business Coordinator will work directly with the President and Executive Vice President of MMA’s Retirement Services division on new business development. The Business Development Administrator will be responsible for gathering client and prospect information and will work closely alongside the Sales Professionals to organize marketing campaigns, coordinate client projects, and prepare materials for client meetings and events. In this role, the New Business Coordinator will enhance their technical and creative skills, learn new tools and programs, and interact daily with MMA’s top clients!
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 10,000 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 New Business 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).

Requirements

• Previous experience working in an administrative function or experience working in a sales environment
• Proficiency in Microsoft Office Suite & aptitude for learning and leveraging technology
• Strong organizational, communication, time management, and drive for results
• Ability to work well independently/self-motivated
• A shared commitment to our core values; Collaboration, Accountability, Innovation, Passion and Integrity

Nice To Haves

• Salesforce experience
• Industry experience a plus but not required (401(k), retirement services, retirement recordkeeper)

Responsibilities

• Perform marketplace and competitor research (web and phone)
• Coordinate activities and deliverables with Marketing department regarding campaigns, events, networking activities
• Ensure project plans for clients are current and communicate changes to Account Managers
• Schedule client and team meetings with both internal and external audiences
• Coordinate with Accounting Managers and Consultants to track deliverables
• Create presentations in concert with Marketing
• Perform all support work required for on-boarding of a new client (e.g. welcome letter, new commission worksheet, service agreements)
• Attend meetings and summarize meeting notes
• In support of all reporting requirements, manage the timely input and data integrity within all MMA systems
• Tracking and auditing of revenue with Finance department

Benefits

• Medical, dental and vision plans
• 401(k) match after one year
• Contribute toward student loan debt
• Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed