We are seeking a dynamic and experienced Client Financial Team Leader
As a Client Financial Team Leader at Marsh, you will play a pivotal role in enhancing the client experience by leading, mentoring, and developing a team of Client Financial Coordinators to deliver exceptional service and ensure a consistent client experience for all financial aspects of their Marsh engagement. This dynamic "player-coach" position combines strategic team leadership, performance management, and active mentorship with hands-on responsibility for managing a select portfolio of client accounts. You will be instrumental in providing guidance, support, and leadership to team members, fostering a collaborative environment, and driving team performance to meet organizational goals and adherence to Marsh's professional standards. This role provides a significant opportunity to develop your managerial career, gain exposure to diverse aspects of commercial insurance, and expand your network with senior leaders and clients. You will champion the use of Marsh systems and processes, drive operational excellence, and directly contribute to client retention and satisfaction.
This role be based either in Bogotá, Colombia. 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:
Supervise, guide, mentor, and develop a team of Client Financial Coordinators to ensure role expectations, client service standards, and business objectives are met
Develop and implement strategies to improve team performance and productivity
Conduct regular team meetings to communicate goals, updates, and feedback
Effectively coach and develop team members through regular feedback, performance check-ins, and input into annual performance reviews
Oversee workload distribution, monitor team workflows, and manage staffing capacity to ensure adequate coverage and build talent bench strength
Foster a vibrant, collaborative, and inclusive team culture
Collaborate with other departments to ensure alignment and support for team initiatives
Handle any team-related issues or conflicts in a timely and effective manner
Contribute to and oversee process improvement efforts within the team
Understand and ensure team adherence to all Marsh compliance, professional, and transparency standards
Stay current on firm-wide technological or process changes and ensure team awareness and adoption
What you need to have:
Must be fluent in English (spoken and written)
Bachelor’s or Technical Degree
Minimum two years professional experience, preferably in client invoicing, accounts receivable / accounts payable or related field in insurance, financial services, or BPO
Demonstrated experience in a leadership role in insurance, financial services, or BPO
Proven ability to lead, motivate, coach, and develop a team of client service professionals
Exceptional organizational and time-management skills, with the ability to manage multiple priorities and deadlines effectively for self and team
Client service mindset: providing exceptional service, responding to questions promptly, attentive to client needs, and the ability to handle difficult client discussions
Excellent analytical and proactive problem-solving abilities
Meticulous attention to detail
Strong collaborative skills and ability to work effectively with colleagues across departments
Strategic planning mindset
What makes you stand out:
Proficiency in Microsoft Office: Excel, PowerPoint, and Outlook - knowledge of Excel formulas and pivot tables
Proficiency in relevant financial software and tools
If you are a highly motivated leader with a strong work ethic and a keen eye for detail, we encourage you to apply for this position.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. 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 marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, 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.
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.