Project Coordinator - Private Client Services
About The Position
Project Coordinator – Private Client Services 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 a Project 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 (NYSE: MRSH). A day in the life. As the PCS Project Coordinator, you will play a critical role in scaling our intake and case development process to support rapid growth in complex client referrals. This position is designed to build a robust, consultative intake model that enables our PCS team to efficiently manage increasing volumes and complexity. You will be the strategic right hand to our advisors, ensuring seamless case preparation, client communication, and operational excellence.
Requirements
- Successful work history to include a minimum of 1 year experience in a professional office setting.
- Strong written and verbal communication skills is required.
- Skilled ability to keep multiple tasks on course for completion at the same time with attention to detail.
- Experienced in technology; ability to quickly learn new systems and proficient use of the MS Office suite, especially Power Point and Excel.
- Ability to work independently; resourceful for answers within wide range of content and systems.
- Must be detail-oriented with a can-do attitude.
- High school diploma or equivalent is required.
Nice To Haves
- Proven ability to interact with and create a network of contacts.
- Demonstrates strong problem-solving abilities by analyzing complex issues, developing innovative solutions, and effectively implementing strategies to overcome challenges.
Responsibilities
- Lead intake and detailed fact-finding calls with prospective clients
- Organize and manage multi-property documentation and complex case details
- Build complete, standardized case packages to support underwriting and quoting processes
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
- health and welfare benefits
- 401K savings and other retirement programs
- employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
