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Senior Client Executive in Montreal – hybrid role focusing on client relationships and portfolio growth at Marsh
Help drive retention, grow accounts and lead program initiatives in a dynamic insurance environment
We are seeking a talented individual to join our Affinity team at Marsh .
This role will be based in Montreal, and it is a hybrid role with a requirement of working at least three days a week in the office.
As a Senior Client Executive, you will be responsible for establishing and maintaining strong client relationships while delivering superior solutions aimed at supporting retention and revenue growth. You will work closely with the National Leader as well as the business growth leaders.
You will assume full responsibility for the programs assigned to you, including strategic oversight, account retention, and portfolio growth.
Among the Affinity Retail and FPL programs, you will find accounts related to: distribution (wholesale and retail sales), financial advisors, financial institutions, accountants, lawyers, architects, engineers, and pharmacists.
Responsibilities
- Manage the renewal cycle, including coordination of specialized coverages and placement.
- Participate, as needed, in program promotion.
- Coordinate placement outcomes with the Affinity Operations and Technology teams; participate in the renewal testing phase from a business perspective and approve deployments.
- Provide technical support for accounts related to financial lines and distribution (wholesale and retail sales) during the renewal period and at program anniversaries for your assigned programs.
- Drive retention and growth of assigned programs.
- Collaborate with national growth leaders to prospect and win new programs.
- Identify opportunities to improve coverages to strengthen competitive advantage and/or leverage market conditions.
- Lead product development or enhancement during renewals, and ensure execution using checklists.
- Prepare, in collaboration with the team, the required documentation for new clients or renewals.
- Coordinate initiatives and facilitate strategic solutions for assigned programs with external service providers, as needed.
- Train, mentor, and coach CE/ACE team members on program criteria, in collaboration with the National Leader.
- Advise clients on coverage matters.
- Support claims management as needed; coordinate with the third-party claims administrator (if applicable) and Marsh’s internal claims department.
- Hold engagement meetings with stakeholders and follow up with clients.
- Closely supervise billing and collections for each client.
- Develop working relationships with all internal functions to improve service and increase cross-selling opportunities.
- Engage sector groups and appropriate internal resources at Marsh to deliver the best solutions to each client or prospect.
- Participate in professional development activities and training.
- Adhere to Marsh’s principles of excellence and the “Client First” philosophy.
Qualifications
Minimum of 8 years of experience in commercial insurance; experience in financial lines is an asset.
Hold an AMF license.
Excellent communication skills (oral and written) and strong interpersonal skills; ability to interact at all levels of the organization.
Excellent oral and written communication skills in French and English, as the position requires regular interaction with clients and other third parties outside of Quebec, as well as collaboration with colleagues outside of Canada
Demonstrated ability to autonomously manage complex accounts.
Proven ability to establish and maintain strong relationships with clients and insurer partners.
Good understanding of client-specific risk issues.
Ability to effectively manage renewals and ensure retention.
Why Join Our Team
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
Marsh 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. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact reasonableaccommodations@marsh.com
Marsh 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 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.