Senior Client Representative

Company:Marsh

Description:

We are seeking a talented individual to join our Client Relationship Management team at Marsh as a Senior Client Representative. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

A Senior Client Representative in the Marsh organization is a vital member of our successful client team. The role consists of contributing to revenue retention and revenue growth by assisting with the onboarding of new clients, renewal process, and implementation of insurance solutions to meet clients changing needs. As the Client Representative, you will be the first point of contact for the client service team regarding renewal processing and technical workflow questions. You will have the opportunity to challenge yourself in a collaborative role, learn new skills, and develop your technical insurance knowledge and business acumen. You will get to develop strong relationships with operational teams across the business and work in partnership to deliver operational excellence

We will count on you to:

• Oversee the day to day operational activity of a book of accounts, managing and prioritizing account workload to maintain service standards and high quality outcomes

• Proactively manage the administration of client accounts from pre-renewal, bind and post bind activities as well as endorsements to achieve quality, compliance, and productivity 

• Efficiently execute the renewal process until all documentation have been provided to the client and insurers, where necessary, and funds are paid to insurers in a timely manner

• Engage with clients, answer questions while keeping a ‘sales’ centric approach to service with a focus on how the client service team can help maximize sales and growth through a client facing approach

• Come forward with questions, challenges, and proposed solutions to ensure resources are used to their full potential

• Perform other related duties as requested by the manager or management team

• Champion a ‘How can I help’ attitude for the client, within the client service team and the broader CR team

• Foster a healthy relationship with change by backing the strategic goals of the firm and by supporting organizational transformations

• Engage in continuous learning and improvement initiatives to improve client (internal & external) experience

• Provide input and support to the Client Service team on all workflow and centralized team matters

What you need to have: 

• Minimum 1 year of account management/coordination, handling client deliverables, or related experience for commercial insurance or personal lines

• Commercial and Damage license or Broker license as required by jurisdiction (RIBO, BC level 1, etc.), or ability to obtain one in 90 days

• A positive attitude, proactive nature, and a comfortable relationship with change

• Strong problem solving capabilities

• Excellent interpersonal skills, coupled with clear and concise oral and written communication skills

• Excellent organization and time management skills

• Comfortable and experienced working with technology (solutions)

• Proficient in Microsoft Office tools (or equivalent) – Outlook, Word, and Excel

What makes you stand out?

• Relevant college/university degree

• A passion for teamwork

• Certifications and/or designations related to field (i.e. CIP designation, etc.)

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.

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 embracing 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. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [email protected]

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.