New Business Coordinator

Summary: Marsh McLennan Agency is a leading provider of business insurance and employee benefits, seeking a New Business Coordinator for their Retirement Services division. The role involves supporting business development by gathering client information, coordinating marketing campaigns, and preparing materials for client meetings and events. 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 Required Qualifications: - 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 Preferred Qualifications: - Salesforce experience - Industry experience a plus but not required (401(k), retirement services, retirement recordkeeper) Required Skills: Microsoft Office Suite Important Skills: Salesforce experience, Organizational skills, Communication skills Nice-to-Have Skills: Industry experience, Time management, Self-motivated 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