Company:

Marsh McLennan Agency

Description:

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).

A day in the life.

Prospect, Pipeline & Client Management

• 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

Sales Process Coordination

• 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

Systems Support

• 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

Our future colleague.

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

• 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 (Nice to have: Salesforce experience)
• Strong organizational, communication, time management, and drive for results
• Ability to work well independently/self-motivated
• Industry experience a plus but not required (401(k), retirement services, retirement recordkeeper)
• A shared commitment to our core values; Collaboration, Accountability, Innovation, Passion and Integrity

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 our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• 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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

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

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

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 $59,700 to $111,200.

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.