Project Coordinator - Private Client Services

Overview

Project Coordinator - Private Client Services

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 world2;s leading professional services firm, Marsh.

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.

Our future colleague.

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

• 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

Education

• High school diploma or equivalent is required.

These additional qualifications are a plus, but not required to apply:

• 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.

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.

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 out our website or 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.

The applicable base salary range for this role is $34,100 to $63,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.