Commercial Programs and Affinity Center of Excellence Representative

1 week ago


Montreal, Quebec, Canada CA001 Marsh Canada Limited Full time

Job Summary:

We are seeking a highly motivated and customer-focused individual to join our Commercial Programs and Affinity Center of Excellence team as a Client Service Representative. The successful candidate will be responsible for managing client requests and inquiries, providing exceptional customer service, and working collaboratively with colleagues to achieve business objectives.

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, and Invoicing, in accordance with carrier guidelines and our professional standards.
  • Work with colleagues across functions to identify and propose continuous improvement opportunities to streamline processes, gain efficiencies, 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.
  • Successfully 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.
  • Proficient in Microsoft Office tools (or equivalent) – Outlook, Word, and Excel.

Preferred Qualifications:

  • 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.

About Us:

CA001 Marsh Canada Limited is a leading insurance broker and risk advisor. We are committed to providing exceptional customer service and delivering innovative solutions to our clients.



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