Client Relationship Management - Toronto, Canada - Marsh

Marsh

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Sr. Client Service 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 the needs of Higher Education and NotforProfit clients. The individual will provide support to clients and client facing professionals within the team, as well as manage a small book of clients.

What is in it for you?

Marsh Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work. We are a company with a strong Brand and strong results to match. We offer a culture of internal mobility, collaboration and valued partnership with HR from the business.
Employee Resource Groups that 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 â starting day one (medical, dental, vision, STI/LTI, life insurance, RSP (Retirement Savings Plan or TFSA (taxfree savings account.).
Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan. Benefits coverage starting Day
Flexible Remote Working schedule

We will count on you to:
**Pre

Renewal**:
Obtain renewal information from clients, create submissions to insurers.
Produce renewal strategy documents, coverage specifications, and submissions.
Produce client proposals, analysis and presentations.
Coordinate work with internal service departments
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 documents, binders, invoices, etc.
Prepare premium allocation and risk allocation for billing and taxation purposes
Prepare client letters proposals, binders/cover notes, etc. according to Professional Standards
Prepare Summary of Insurance, Proposals, Stewardship Reports
Follow up on client Subjectivities

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.
Provide clients with service excellence timely responses to inquiries, accurate documentation, proactive.
Interact regularly with colleagues/managers, clients, underwriters and premium financing companies.
Review of less complex insurance contract clauses.

What you need to have:

45 years equivalent work experience.
A valid Ontario level 1 Brokers license or educational equivalent;
Possess a solid understanding of 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 teambased environment.
Strong organizational skills in prioritizing work, multitasking and consistently meeting deadlines.

What makes you stand out:

An inquisitive nature
Solution driven
Strong client service focus
Excellent task management
A positive relationship with change
Strong interpersonal skills enabling positive interactions with coworkers, management and clients
A profound sense of work organization and rigorous adherence to deadlines
A great team spirit
An ability to adapt 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 retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.