Client Financial Team Leader

Company:

Description:

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.