Client Onboarding Specialist

6 months ago

Toronto, Canada Marsh Full time

Marsh Canada is seeking a **Client Onboarding Specialist** for our Toronto office (Hybrid)

**What can you expect?**

Client Onboarding Operations is a newly created function within Marsh, established in response to colleague feedback that we need a better way to onboard our new clients and manage the renewal of our client engagements. You will be part of an exciting new opportunity within the firm that will allow you to directly contribute to the onboarding experience of our clients and provide tremendous value to our client teams.

**What is in it for you?**
- Contribute to the design and deployment of a bold and innovative vision to design and establish Marsh’s Client Onboarding practice in North America, supporting the delivery of the Operational Excellence (OpEx) agenda.
- Be part of a team that will deliver a best-in-class client onboarding experience to support Sales & Distribution that leverages optimal workflows, automation, and process streamlining capabilities to operate more efficiently.

**We will count on you to**:

- Act as a single point of contact for client teams to facilitate onboarding processes
- Ensure the proper client entities for which services will be performed by Marsh are understood, set up accurately in all required Marsh systems, and reflected as required in service agreements
- Facilitate, as required, Broker of Record documentation and acknowledgment from the carriers on behalf of the account owner and placement teams
- Facilitate the capture of client servicing preferences to be stored and accessible to client teams
- Facilitate securing prior insurance program information from new / expanded clients and their carriers for use by client teams
- Maintain strong relationships with key stakeholders in the geography and be viewed as a strategic partner
- Partner with other team members and stakeholders to identify continuous improvement opportunities

**What you need to have**:

- 2+ years of insurance industry or client operations support experience
- Excellent communication skills, both verbal and written, and excellent listening skills
- Strong organizational skills - excellent planning, analysis, and problem-solving capabilities
- Strong interpersonal and client service skills
- Proven ability to work under pressure, adapt to changing environment, solid multi-tasking, prioritization time management and follow-through skills
- Strong Excel skills

**What makes you stand out**:

- Excellent customer service satisfaction
- Previous experience running projects with success.

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.

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.

LI-JG3

  • Client Onboarding Specialist

    5 days ago

    Toronto, Ontario, Canada Caret Full time

    Role OverviewWe are seeking a highly skilled Client Onboarding Specialist to oversee the implementation, data migration, and onboarding of our CARET Legal clients. The successful candidate will have excellent communication skills, build strong rapport with clients, and balance their needs with internal resources.ResponsibilitiesManage client onboarding...

  • Client Onboarding Specialist

    6 months ago

    Toronto, Canada Veta Virtual Full time

    **About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...

  • Global Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Notified Full time

    Notified, a leading provider of enterprise webcasting and investor relations content distribution, is seeking a skilled Global Client Onboarding Specialist to join our team. This role offers the opportunity to work in a dynamic environment where you will be responsible for efficiently onboarding clients globally across all products.About NotifiedWe believe...

  • Client Onboarding Specialist

    6 months ago

    Toronto, Canada Veta Virtual Full time

    **About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...

  • Onboarding Specialist

    4 weeks ago

    Toronto, Canada Insight Global Full time

    Consultant Onboarding Specialist - Hybrid out of Insight Globals Toronto Office About This Role: The Insight Global Consultant Onboarding Department is seeking an Onboarding Specialist who is passionate about providing a seamless onboarding experience for our Consultants while mitigating risk to the company by ensuring that all Consultants we hire meet...

  • Client Onboarding Specialist

    7 months ago

    Toronto, Canada Notified Full time

    Notified is adding a **Client Onboarding Specialist **to the Onboarding team in Toronto. This position offers a hybrid work schedule; Tuesday, Wednesday & Thursday in our office with the option of working remotely on Monday & Friday. You will also promote Notified’s capabilities to clients and identify sales opportunities to be forwarded to the account...

  • Onboarding Specialist

    3 days ago

    Toronto, Canada AMZ Prep Full time

    Job Overview AMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process. Key...

  • Onboarding Specialist

    3 days ago

    Toronto, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...

  • Client Experience Onboarding Specialist

    7 months ago

    Toronto, Canada MarkiTech Full time

    **We are hiring a Client Experience Onboarding Specialist at MarkiTech.** As a Client Experience - Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into...

  • Client Financial Institution Onboarding Specialist

    7 months ago

    Toronto, Canada FLEETCOR Full time

    What We Need FLEETCOR is currently looking to hire a Client Financial Institution Onboarding Specialist within our Corpay division. This position falls under our Corpay Cross Border line of business and is located in 212 King Street West, Toronto ON. The Client Financial Institution Onboarding Specialist oversee the onboarding of Client and Financial...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada EcoOnline Full time

    **About us.** **Workplace safety is a fundamental part of our DNA, and we take pride in ensuring that we make a positive impact on the lives of others.** By developing leading software solutions that safeguard people and the environment, we are positively impacting the world. Leveraging data and technology to drive a modern culture of health and safety...

  • Payment Onboarding Specialist

    6 months ago

    Toronto, Canada AMCS Group Full time

    **DIGITAL WAYS TO A CLEANER WORLD** Do you want to work for a company with Irish roots and a global impact? A leader in environmental services, AMCS is a trailblazing software company that guides and supports other businesses on their journey towards sustainability. AMCS leads the way **What we do** AMCS is a global leader for integrated software and...

  • Onboarding Specialist

    4 days ago

    Toronto, Ontario, C6A, Ontario, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada Rentsync Full time

    Rentsync is a leading provider of marketing solutions for the multifamily rental industry in Canada. Our projects team is committed to leading the creation of high quality websites, print collateral, and digital marketing ad creative to aid our clients in their apartment marketing initiatives. Rentsync’s Onboarding Specialist is responsible for ensuring a...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada Mortgage Automator Full time

    The Onboarding Specialist is responsible for leading the process of bringing new customers onto our company's platform. - 3+ years of experience in a customer-facing role within the SaaS, fintech, or mortgage industry. - Exceptional interpersonal and communication skills, both written and verbal. - Strong problem-solving skills with an ability to analyze...

  • Global Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Notified Full time

    About NotifiedAt Notified, we empower individuals and businesses to share their stories with a global audience. As a leading provider of enterprise webcasting and investor relations content distribution, we help our clients reach targeted audiences and measure outcomes.Opportunity OverviewWe are seeking a highly skilled Global Client Onboarding Specialist to...

  • Onboarding Specialist

    7 months ago

    Toronto, Canada Peninsula Canada Full time

    **Company**: BrightHR Limited. **Job Title**: BrightHR Onboarding Specialist **Department**: BrightHR - Service **Location**: Toronto, ON **Salary**: $45,000 - $50,000 **About Us** Do you have the passion to succeed? Do you have the dedication to push yourself? If so, we want to hear from you! Bright believes in the power of small businesses and...

  • Customer Onboarding Specialist

    6 months ago

    Toronto, Canada Actionstep Full time

    The Customer Onboarding Specialist is responsible for bringing new firms on to the Soluno product. Working with different people within the Law Firms organization to ensure that the software is configured to the firms needs, the staff has the training available to them on the new software, and that the firm is up and running in a timely fashion. The Customer...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada Provincial Smart Home Services Full time

    **Job Title**: Onboarding Specialist **Location**:1243 Islington Ave Floor 2 **Working Hours**: Monday to Friday, 3:00 PM to 11:00 PM **Salary**: $21.50 per hour **Job Overview**: **Key Responsibilities**: **New Customer Onboarding**: - Guide new customers through the onboarding process, ensuring a positive and informative experience. - Provide...

  • Global Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Notified Full time

    About NotifiedWe are a leading provider of enterprise webcasting and investor relations content distribution. Our mission is to help clients amplify their stories across the globe.Job OverviewThis role requires a highly skilled and organized individual to efficiently onboard clients globally across all products. The successful candidate will provide a...