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Client Relationship Management

4 months ago

Montreal, Canada Marsh & McLennan Companies Full time

Client Relationship Management - Senior Analyst page is loaded Client Relationship Management - Senior Analyst Apply remote type Hybrid locations Montreal - 1 Place Ville Marie time type Full time posted on Posted Yesterday job requisition id R_253256 Company:MarshDescription: Job Description For Posting

Marsh is seeking candidates for the following position based in the Montreal office:

Client Relationship Management - Senior Analyst

Essential Responsibilities:

  • Ensure the best quality of service to a portfolio of clients

  • Execute the administration and paper for new accounts, renewals and amendments

  • Work with and learn from assigned client service teams

  • Prepare submissions and oversee certificates and invoicing, ensure client file is organized and comprehensive

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

What can you expect?

  • A collaborative and challenging role where you learn new skills and develop your technical insurance knowledge and business acumen

  • Act as the first point of contact for the client service team regarding processing and technical workflow questions

  • Develop strong relationships with corresponding operational teams across the business and work in partnership with them to deliver operational excellence.

  • 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.

A CR in the Marsh organization is a vital part of a successful client team. The role consists of contributing to revenue retention and revenue growth by assisting with the on boarding of new clients, the renewal process and the implementation of insurance solutions to meet clients changing needs. As a Client Rep, our goals are to:

  • Support Client Executives (CE), Associate Client Executives (ACE) and Account Coordinators (AC) to ensure best in class service delivery for our clients

  • Provide day-to-day client deliverables, including pre and post renewal deliverables 

  • Support Sales Professionals and CEs in prospecting new clients to meet growth objectives 

How do we do that? A CR will provide support to clients and client facing professionals within the team by proactively and comprehensively responding to client needs and supporting the team before, during and after the renewal process, and/or any other issues that arises between renewals. This includes the efficient and timely execution of the renewal process and continues until all documentation has been provided to the client and insurers, where necessary, and funds are paid to insurers in a timely manner. Depending on what team you are on, the tasks and functions of a CR may differ, but the baseline remains the same.

We will count on you to:

Big Picture:

  • 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

Day to Day:

  • Oversee 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 

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

What you need to have: 

  • Relevant college/university degree

  • Minimum 1 – 3 years total work experience

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

  • Ability to look at problems from different perspectives

  • Strong problem solving capabilities

  • Clear and concise oral and written communication skills

  • Excellent organization skills – able to prioritize work to meet deadlines

  • Excellent interpersonal skills – able to work within a team

  • Comfortable and experienced working with technology (solutions)

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

  • Certificates or licenses as required by jurisdiction

What makes you stand out?

  • The ability to anticipate challenges and a drive to find innovative, proactive solutions

  • A passion for teamwork

  • Broker License, other certification or licenses as required by jurisdictions 

  • Demonstrated fulfilment of CIP courses, CIP

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy, and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh , Guy Carpenter , Mercer , and Oliver Wyman . For more information, visit marshmclennan.com , follow us on LinkedIn and Twitter .

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 TANA@mmc.com

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 based teams will identify at least one “anchor day” per week on which their full team will be together in person. 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.

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