Client Relationship Management

7 months ago

Montréal, Canada Marsh & McLennan Companies Full time

**Client Relationship Management - Analyst**

Client Service Representative Commercial Programs and Affinity Center of Excellence

We are currently recruiting for dynamic, motivated, customer service oriented colleagues with experience in the insurance industry to join our growing Commercial Programs and Affinity COE team. You will be the first point of contact for our prestigious clients within our various commercial insurance programs, responsible for managing their diverse servicing needs

With the goal of offering exceptional customer service and surpassing client expectations, your responsibilities will include managing client requests and inquiries through various communication channels in a prompt and professional manner. You will be expected to strengthen and grow account relationships by ensuring accuracy, maintaining our high quality standards, and upholding compliance and regulatory standards.

You are a team player, recognized for contributing to a positive, collaborative work environment and you do not hesitate to join forces with colleagues across functions to meet team and organizational goals and objectives.

**We will count on you to**:

- Manage and process transactions including issuance of Auto ID Cards, Certificates of Insurance, Invoicing, accounting discrepancies, receivables, including sending documentation to appropriate parties
- Work with colleagues across functions and our leadership team to identify and propose continuous improvement opportunities with the goal of streamlining processes, gaining efficiencies and improving customer experience
- Analyze existing coverages, determine client specific needs, counsel client and recommend coverages accordingly, identify cross sell opportunities
- Manage claims reporting, collect and document details empathetically and professionally, submit to the carriers accurately and in a timely manner, in accordance with their standard processes
- Successfully contribute to the achievement of agreed upon Service Level Agreements (SLA), Key Performance Indicators (KPI) and business objectives
- Be agile and proactive; able to manage and prioritize multifunctional tasks collaborate with colleagues in different programs when required to balance workload and meet our clients’ business needs
- Build and maintain strong working relationships with internal and external stakeholders
- Ensure exceptional client experience and service delivery
- Take ownership of personal development and professional growth, proactively improving knowledge and skills

**What we’re looking for**:

- Bilingual (Clear and concise oral and written communication skills in both English and French)
- College/university degree or equivalent work experience
- RIBO license and / or Commercial Insurance Broker’s license (AMF - Qc )
- 1-2 years’ work experience in commercial insurance
- Experience working in a Service Centre environment an asset
- Proven ability to work in a fast pace Service Centre environment
- Dedicated to providing exceptional customer service
- Clear and concise oral and written communication skills
- Excellent organizational skills, ability to prioritize work and meet deadlines
- Excellent interpersonal skills - able to work within a team
- Proficient in Microsoft Office tools (or equivalent) - Outlook, Word and Excel

**What makes you stand out**:

- Insurance Licenses in multiple provinces
- Working towards CAIB or CIP / PAA (Quebec) considered an asset

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 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.
----------------------------------------------------------------
**Représentant Bilingue - Service clientèle**

**Centre Excellence - Équipe Programmes Commerciaux et Affinité**

**À quoi pouvez-vous vous attendre?**

Nous recrutons actuellement des employés dynamiques, motivés et axés sur le service à la clientèle qui ont de l’expérience dans le secteur de l’assurance pour se joindre à notre Centre Excellence - Équipe Programmes Comm

  • Client Relationship Manager

    6 months ago

    Montréal, Canada ILCO TRANSIT Full time

    ILCO TRANSIT is a transportation and logistics company. We pride ourselves in delivering elite, excellent customer service while creating seamless transportation solutions for our clients. We are seeking a dynamic and personable Client Relationship Manager to join our logistics and transportation team. This role involves a combination of sales, customer...

  • Client Relationship Leader

    6 months ago

    Montréal, Canada LifeWorks Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

  • Bilingual Client Success Relationship Manager

    6 months ago

    Montréal, Canada ADP Full time

    **ADP is hiring a Client Success Relationship Manager** - Are you looking to grow your career in an agile, dynamicenvironment with plenty of opportunities to progress? - Do you want to continuously learn through ongoing training, development, and mentorship opportunities? - Are you looking to be yourself in a culture that values equity, inclusion, and...

  • Bilingual Client Success Relationship Manager

    6 months ago

    Montréal, Canada ADP Full time

    The Client Success Relationship Manager serves as an advocate of ADP's Global HCM Solution and Service capabilities, while driving ADP's message as a world leader in the HCM industry into the client base. The role supports ADP Canada's Comprehensive Services - Majors level clients. Key areas of focus include the development / ongoing management of strong,...

  • Bilingual Client Relationship Manager

    2 weeks ago

    Montréal, Canada The Canada Life Assurance Company Full time

    Base + Comm The Client Relationship Manager role focuses on developing strong relationships through proactive, in person servicing of group retirement plan customers located within a geographical region. This role is primarily aligned to our largest and most complex clients, participating in finalist presentations and working closely with a team to...

  • Client Relationship Manager Ii

    6 months ago

    Montréal, Canada BGIS Full time

    **Who We Are** **SUMMARY** **KEY DUTIES & RESPONSIBILITIES** **Client Relationship** - Foster new and existing client relationships at an executive level with identified business units relating to the workplace. - Consult and meet with clients to determine needs, preferences, budget and timeline, specific purpose of the space and/or project and other...

  • Supervisor - Client Relationship Management

    6 months ago

    Montréal, Canada Medina Quality Full time

    MQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...

  • Auditor - Client Relationship Management

    7 months ago

    Montréal, Canada Medina Quality Full time

    MQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...

  • Client Relationship Manager, Commercial Banking

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 199633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Manager - Client Relationship Management

    7 months ago

    Montréal, Canada Medina Quality Full time

    MQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...

  • Client Relationship Manager, Commercial Banking

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175771 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Client Relationship Manager

    4 months ago

    Montréal, QC, Canada Lenovo Full time

    **General Information**: - Req #- WD00070547- Career area: - Sales- Country/Region: - Canada- State: - Quebec- City: - Montreal- Date: - Tuesday, August 27, 2024- Working time: - Full-time**Additional Locations**: - Canada - Quebec - Montréal **Why Work at Lenovo**: We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is a...

  • Client Relationship Management

    3 months ago

    Montréal, QC, Canada Marsh Full time

    **We will count on you to**: - Manage and process transactions including issuance of Auto ID Cards, Certificates of Insurance, Invoicing, accounting discrepancies, receivables, including sending documentation to appropriate parties - Work with colleagues across functions and our leadership team to identify and propose continuous improvement opportunities...

  • Client Relationship Specialist

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Client Relationship Specialist, you will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators...

  • Relationship Manager

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies,...

  • Bilingual Client Relationship Executive

    6 months ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Description: - Base + Comm- This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers in the National Account Space. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer...

  • Bilingual Principal, Client Success Relationship

    3 months ago

    Montréal, QC, Canada ADP Full time

    **ADP is hiring a Bilingual **Principal, Client Success Relationship Manager** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Well, this may be the role for you. Ready to make your mark? As a **Bilingual** Principal, Client Success Relationship Manager**, at ADP we are driven by your...

  • Client Relationship Manager

    4 months ago

    Montréal, QC, Canada Lenovo Full time

    **General Information**: - Req #- WD00070653- Career area: - Sales- Country/Region: - Canada- State: - Quebec- City: - Montreal- Date: - Friday, August 23, 2024- Working time: - Full-time**Additional Locations**: - Canada - Quebec - Montréal **Why Work at Lenovo**: We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is a...

  • Bilingual Principal Relationship Manager

    6 months ago

    Montréal, Canada ADP Full time

    **ADP is hiring a Principal National Relationship Manager.** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? - Do you want to continuously learn through ongoing training, development, and mentorship opportunities? - Are you looking to be yourself in a culture that values equity, inclusion, and...

  • Principal Relationship Manager- Bilingual

    6 months ago

    Montréal, Canada ADP Full time

    **ADP is hiring a Principal National Relationship Manager.** - Are you looking to grow your career in an agile, dynamicenvironment with plenty of opportunities to progress? - Do you want to continuously learn through ongoing training, development, and mentorship opportunities? - Are you looking to be yourself in a culture that values equity, inclusion, and...