Client Service Representative Commercial Programs and Affinity Center of Excellence

4 weeks ago

Montreal, Quebec, Canada CA001 Marsh Canada Limited Full time
Job Summary

We are seeking a highly motivated and customer-focused Client Service Representative to join our Commercial Programs and Affinity Center of Excellence team. As a key member of our team, you will be responsible for providing exceptional service to our prestigious clients within our various commercial insurance programs.

Key Responsibilities
  • Manage client requests and inquiries through various communication channels in a prompt and professional manner.
  • Process transactions, including issuance of Auto ID Cards, Certificates of Insurance, Invoicing, and accounting discrepancies.
  • Work with colleagues across functions to identify and propose continuous improvement opportunities to streamline processes and improve customer experience.
  • Analyze existing coverages, determine client-specific needs, counsel clients, and recommend coverages accordingly.
  • Manage claims reporting, collect and document details empathetically and professionally, and submit to carriers accurately and in a timely manner.
  • Contribute to the achievement of Service Level Agreements (SLA), Key Performance Indicators (KPI), and business objectives.
Requirements
  • College/university degree or equivalent work experience.
  • RIBO license, Personal lines or Commercial Insurance Broker's license (AMF - Qc) preferred.
  • 1-2 years' work experience in personal or commercial lines insurance, financial sector, etc.
  • Experience working in a Service Centre environment.
  • Proven ability to work in a fast-paced 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 – ability to work within a team.
What We're Looking For
  • Bilingual (Clear and concise oral and written communication skills in both English and French).
  • Commercial insurance licenses in multiple provinces.
  • Working towards CAIB or CIP / PAA (Quebec) considered an asset.

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