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Client Associate

3 months ago

Montréal QC, Canada Insight Global Full time

Associate Client Executive

Insurance Broking & Risk Management Sector

Hybrid in Montreal

Must be Bilingual (French/English)

Permanent, Full-Time

Salary: $80-95k

Required Skills and Experience

· 3+ years of experience working with commercial insurance is essential.

· AMF license or ability to obtain one in 3 months of hire

· Excellent proficiency in both French and English, both verbal and written.

· Ability to generate new sales through existing clients and referrals, aligned with business plans.

· Proficient with MS Office

· Strong interpersonal skills with the ability to interact effectively at all levels of the organization, including executive level.

· Ability to manage client accounts, including creating renewal proposals, conducting stewardship meetings, and ensuring quality service delivery.

· Ability to manage client Profit and Loss (P&L), including timely billing and collections.

· Client services experience

· Underwriting experience

· Strong analytical and problem-solving skills to address client needs and resolve issues effectively.

Job Description

Insight Global is seeking a dedicated Associate Client Executive to become a part of a leading organization in the insurance broking and risk management sector, based in Montreal. The position is designed as a hybrid role, with the expectation of three days of on-site work and two days of remote work each week. The Associate Client Executive will be instrumental in sustaining client satisfaction and loyalty by providing outstanding service and value. Responsibilities include strategically expanding client relationships, acquiring new clients, and utilizing company resources to offer top-tier solutions. The role entails full responsibility for client solution delivery, managing and expanding client profit and loss, and working in tandem with the Client Executive to improve client services and opportunities for professional growth.

Key Responsibilities:

- Cultivate and expand client relationships, ensuring satisfaction and seeking opportunities for new client acquisition.

- Take full responsibility for the client's portfolio, including solution delivery and financial performance.

- Analyze client risk profiles, loss experiences, and current coverage to tailor product/service offerings.

- Communicate effectively with insurers regarding client needs and binding instructions.

- Oversee the implementation and adherence to a quality service plan, verifying the precision of all client documents.

- Develop and present comprehensive renewal proposals to existing clients and conduct regular stewardship meetings.

- Drive new sales and foster a culture of growth through client referrals and team collaboration, in line with the business plan.

- Ensure prompt billing and collection processes for each client account.

- Build collaborative relationships across company functions to enhance client service and identify cross-selling opportunities.

- Engage with industry groups and utilize company resources to provide the best possible service to clients and prospects.

Compétences et expérience requises *·

Au moins 3 ans d’expérience dans le domaine de l’assurance commerciale sont essentiels.

· Permis AMF ou possibilité d'en obtenir un dans les 3 mois suivant l'embauche

· Excellente maîtrise du français et de l'anglais, tant à l'oral qu'à l'écrit.

· Capacité à générer de nouvelles ventes grâce aux clients existants et aux références, alignées sur les plans d'affaires.

· Maîtrise de MS Office

· Solides compétences interpersonnelles et capacité d'interagir efficacement à tous les niveaux de l'organisation, y compris au niveau de la direction.

· Capacité à gérer les comptes clients, notamment en créant des propositions de renouvellement, en organisant des réunions de gestion et en garantissant une prestation de services de qualité.

· Capacité à gérer les pertes et Profits (P&L) des clients, y compris la facturation et les recouvrements en temps opportun.

· Expérience en service à la clientèle

· Expérience en souscription

· Solides compétences analytiques et de résolution de problèmes pour répondre aux besoins des clients et résoudre les problèmes efficacement.

Description de l'emploi *

Insight Global est à la recherche d'un directeur de clientèle associé dédié pour faire partie d'une organisation leader dans le secteur du courtage d'assurance et de la gestion des risques, basée à Montréal. Le poste est conçu comme un rôle hybride, avec l'attente de trois jours de travail sur site et de deux jours de travail à distance chaque semaine. Le directeur de clientèle associé jouera un rôle déterminant dans le maintien de la satisfaction et de la fidélité des clients en fournissant un service et une valeur exceptionnels. Les responsabilités comprennent l'expansion stratégique des relations clients, l'acquisition de nouveaux clients et l'utilisation des ressources de l'entreprise pour offrir des solutions de premier plan. Le rôle implique l'entière responsabilité de la fourniture de solutions client, de la gestion et de l'augmentation des profits et pertes des clients, et de la collaboration avec le responsable client pour améliorer les services clients et les opportunités de croissance professionnelle.

Principales responsabilités:

- Cultiver et développer les relations avec les clients, en garantissant leur satisfaction et en recherchant des opportunités d'acquisition de nouveaux clients.

- Assumer l'entière responsabilité du portefeuille du client, y compris la livraison de solutions et la performance financière.

- Analyser les profils de risque des clients, les expériences de perte et la couverture actuelle pour adapter les offres de produits/services.

- Communiquer efficacement avec les assureurs concernant les besoins des clients et les instructions contraignantes.

- Superviser la mise en œuvre et le respect d'un plan de service de qualité, en vérifiant l'exactitude de tous les documents clients.

- Élaborer et présenter des propositions de renouvellement complètes aux clients existants et organiser des réunions de gestion régulières.

- Générer de nouvelles ventes et favoriser une culture de croissance grâce aux références clients et à la collaboration d'équipe, conformément au plan d'affaires.

- Assurer des processus de facturation et de recouvrement rapides pour chaque compte client.

- Établir des relations de collaboration entre les fonctions de l'entreprise pour améliorer le service client et identifier les opportunités de ventes croisées.

- S'engager avec des groupes industriels et utiliser les ressources de l'entreprise pour fournir le meilleur service possible aux clients et prospects.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as short-term and long-term disability, life insurance and AD&D. Employees will also have access to a registered retirement savings account with employer matching. Employees in this role are also entitled to sick leave and/or other paid time off as provided by applicable law. If you are interested in this assignment and operate as an independent contractor, please reach out to us for more details

La rémunération exacte peut varier en fonction de plusieurs facteurs, notamment les compétences, l'expérience et l'éducation.

Les avantages sociaux pour ce poste débuteront le 31e jour d'emploi et comprendront une assurance médicale, dentaire et visuelle, ainsi qu'une invalidité à court et à long terme, une assurance vie et une assurance DMA. Les employés auront également accès à un compte enregistré d’épargne-retraite avec contrepartie de l’employeur. Les employés occupant ce poste ont également droit à des congés de maladie et/ou à d'autres congés payés, conformément à la loi applicable. Si cette mission vous intéresse et que vous travaillez en tant qu'entrepreneur indépendant, veuillez nous contacter pour plus de détails.