Client Relationship Coordinator

1 Month ago • All levels

Job Summary

Job Description

As a Client Relationship Coordinator in the Pension Retention team, you will manage a portfolio of clients, serving as the primary contact and coordinating services. Responsibilities include client onboarding, sales process management, proactive client engagement, generating leads, data analysis, and file maintenance. This role requires strong organizational and communication skills, with a focus on providing high-quality service. This is a hybrid role that requires working at least three days a week in the office.
Must have:
  • Previous client relationship experience
  • Excellent organizational skills and prioritization
  • Strong written and verbal communication skills
  • Ability to work independently and in a team
  • Enthusiasm and commitment to client service
Good to have:
  • DC / SIPP Pensions knowledge/experience
Perks:
  • Professional development opportunities
  • Vibrant and inclusive culture
  • Range of career opportunities
  • Benefits and rewards

Job Details

Company:

Mercer

Description:

Client Relationship Coordinator – Mercer Marsh Benefits (MMB) - Manchester, Edinburgh or Bristol
  • Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits.
  • MMB is a global leader in the health and benefits marketplace. Operating in 135 countries, our team of specialists design benefits solutions that meet the needs of businesses and their people, drawing from global intelligence and adapting that wealth of experience to local markets.

As a Client Relationship Coordinator based in our Pension Retention team, you will be responsible for the day to day management of a portfolio containing a significant number of clients.

You will be the main point of contact in relation to Mercer services, maintaining a relationship with clients and coordinating services from specialists within the business

This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

  • Learn the basics of the Pension provider products, services and tools within Mercer Elect - gaining an understanding of products, services and technical tools, participating in training courses, online learning, or through learning from more experienced colleagues.
  • Take ownership of a portfolio of Pension clients that are aligned to the Mercer Elect proposition.
  • Take the client through the whole sales process from onboarding, implementation and ad hoc employer queries.
  • Engage with your portfolio of clients on a proactive basis, holding annual renewal calls with the client and guide them through a mid-year review meeting.
  • Generate Leads for the other parts of the business for MMB proposition within your existing client bank and pass these to the appropriate teams.
  • Assist the consulting team in gathering, organising, entering and analysing data to be used for various client projects for Mercer clients.
  • Follow up with client or existing clients regarding missing or inaccurate information and yearly updates.
  • Ensure all client files have the most recent correspondence and client information.

What you need to have:

  • Previous client relationship based experience
  • Excellent organisational and prioritisation skills
  • Good visual accuracy and attention to detail
  • Strong written and verbal communication skills, with the confidence to liaise at all levels face to face and via zoom
  • A logical approach to your work
  • Proven ability to work on own initiative and as part of a team
  • Must be enthusiastic, motivated and committed to providing high quality service to clients

What makes you stand out

  • DC / SIPP Pensions knowledge/experience

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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