Client Relationship Management

2 weeks 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 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**:

- College/university degree or equivalent work experience
- 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

**What makes you stand out**:

- 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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