Travel and Expense Coordinator

About Marsh McLennan Agency Midwest
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest  is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

The Travel and Expense Coordinator will manage travel arrangements and expense report processing for select colleagues. They will be responsible for supporting the coordination of travel plans through our agency’s online travel service. They will also be obtaining, managing, and organizing the necessary receipts for processing expense reports through our online expense reporting system. This individual will ensure all travel and expense activities are carried out efficiently and in accordance with company policies.

Travel Coordination

• Books domestic and international travel for select colleagues, including flights, accommodations, transportation and other travel-related services

• Ensures travel arrangements are cost effective, within company policy, and align with colleagues’ preferences

• Communicate travel itineraries, confirmations, and any necessary travel documentation to colleagues

• Handles changes or cancellations of travel plans as needed
   

Expense Management

• Processes expense reports for select colleagues using our expense reporting system, ensuring accuracy and compliance with company policies

• Obtains and verifies all necessary receipts and documentation for expenses submitted

• Reconciles corporate credit card statements and resolve any discrepancies

• Processes payments related to expenses in a timely manner
   

Policy Compliance

• Maintains a thorough understanding of the company’s travel and expense policies

• Ensures all travel and expense activities company with internal policies and external regulations

• Provides guidance to colleagues on expense submission and travel policy adherence
   

Communication and Reporting

• Serves as the primary point of contact for travel and expense-related inquiries

• Generates and analyzes reports on travel and expense activities, identifying areas for cost savings or process improvements

• Liaises with vendors and service providers to resolve issues or discrepancies
   

General Office Support

• Supports the Insurance Support Coordinators as needed

• Supports Office and Facilities Supervisor as requested

 

Required

• High school diploma or equivalent required
   

Preferred

• Associate or Bachelor’s degree in business administration, finance or related field

• Experience in a similar role particularly in travel booking and expense management

• Experience using Concur or similar expense management software

• Proficiency in Microsoft Office Suite, particularly in Excel
   

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, 401K benefits and more

• The flexibility to work at home or an office

• A paid day off to volunteer and company-organized volunteer events

• Up to $1,000 per year in matching charitable donations

• Up to $750 per year in wellness rewards

• A company-wide mentality that you can never appreciate your co-workers too much
   

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.
 

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

 

 

 

 

 

 

 

 

 

 

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