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Client Representative

3 weeks ago

Toronto, Canada Marsh Full time

**Client Representative**

**What can you expect?**
- This role consists of contributing to revenue retention and revenue growth by assisting in the implementation of insurance solutions that meet clients’ needs. The individual will provide support to clients and client facing professionals within the team.

**What is in it for you?**

Marsh Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work
- A company with a strong Brand and strong results to match
- Culture of internal mobility, collaboration
- Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
- Competitive pay (salary and bonus potential), Full benefits package - starting day one (medical, dental, vision, STI/LTI, life insurance, RSP (Retirement Savings Plan or TFSA (tax free savings account.)
- Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
- Entitled to vacation, personal days, floating holidays, time off to give back to your community, sick days, and company holidays (with early dismissal).
- Multiple medical, dental, and vision plans with choices to fit all needs and budgets
- Flexible Remote Working & Workplace Schedules (Remote work only during Covid-19 pandemic).

**We will count on you to**:
**_ Pre
- Renewal:_**
- Assist with the collection of renewal information from clients.
- Use Microsoft Excel and other means to analyze changes in expiring versus renewal information
- Obtain loss runs and renewal information requirements from underwriters
- Assist in preparing renewal strategy documents
- Assist in preparing coverage specifications/submissions.
- Assist with the review and analysis of quotation / comparisons.
- Assist in producing client proposals, analysis, and presentations.
- Prepare transparency and disclosure (PDCS) documents
- Assist team in coordinating work with Client Support Services (CSS) -such as certificate listings and invoicing/allocation/’loader’ preparation
- As needed - participate in client meetings, underwriter meetings, and group presentations.
- Possess a good knowledge of the client’s operations and insurance programs.

**_ Post Renewal_**_:_
- Accountable for coordination of binder/cover notes & invoice issuance for each line of coverage.
- Prepare premium allocation and risk allocation for billing and taxation purposes
- Prepare client letters according to Professional Standards enclosing binder/cover notes.
- Manage the billing and accounts receivable activity on assigned accounts.
- Coordinate with CSS to verify insurance policies for accuracy and coordinate corrections if applicable with insurers.
- Prepare and/or send transmittal documents to client.
- Coordinate with CSS the issuance of insurance certificate and auto ID cards, when applicable.
- Prepare Summary of Insurance
- Prepare Stewardship Reports
- Update Client Service Instructions for CSS including providing Underwriter’s names/contact information.
- Follow up on client ‘Subjectivities’
- Update client service team charts, as necessary

**_ On Going Basis:_**
- Complies with Marsh Professional Standards to ensure quality service to all clients including file maintenance and computerized files.
- Develop, monitor, update and ensure compliance with Renewal Action Plan.
- Responds to client inquiries and insurer coverage/documentation requests; solves problems regarding client account issues.
- Interact regularly with colleagues/managers, clients, underwriters and premium financing companies.
- Reporting of claims as required.
- Review of less complex insurance contract clauses.
- Maintain renewal lists for the service team.

**What you need to have**:

- Post-secondary education or equivalent work experience.
- Holds RIBO License; or willing to obtain within 3 months of hire.
- Possess a solid understanding of basic property/casualty insurance principals and risk management concepts.
- Excellent verbal and written communication skills.
- Results oriented with a strong client service focus.
- Ability to work independently and within a team-based environment.
- Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines.

**What makes you stand out**:

- 1-2 years of commercial insurance experience
- Excellent control of priorities management
- Strong interpersonal skills enabling positive interactions with employees, management and clients
- A profound sense of work organization and rigorous adherence to deadlines
- A great team spirits
- An ability to adapt to change and a willingness to question the status quo in order to improve the work environment
- Excellent computer skills including proficiency in the Microsoft Office suite

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and re