Senior Client Representative

4 weeks ago

Ottawa, Canada Marsh Full time

Marsh is seeking candidates for the following position:

Senior Client Representative

What can you expect?

  • 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.

What’s in it for you?

  • A company with a strong brand and strong results to match, committed to making a difference in the lives of people.

  • A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields.

  • Competitive pay (salary and bonus potential), full benefits package – effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account)).

  • Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture.

  • Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan.

  • Employee Resource Groups which provide access to leaders, relevant volunteer, mentoring opportunities, and interactions with counterparts in industry groups and client organizations.

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.

  • Commercial and Damage license or Broker license as required by jurisdiction (RIBO, AMF, etc.), or ability to obtain one in 3 to 6 months.

  • 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 the field (i.e. CIP designation, etc.).

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