Client Onboarding Specialist
2 weeks ago
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.
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