Client Relationship Management - Toronto, Canada - Marsh

Marsh
Marsh
Verified Company
Toronto, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

CLIENT RELATIONSHIP MANAGER - ANALYST

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.
  • Support and guidance to achieve your longterm career objectives.
  • Culture of collaboration.
  • 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 starting day one.
  • Entitled to vacation, personal and floating holidays, time off to give back to your community, 10 sick days, quarterly wellness day and company/national holidays (with early dismissal).
  • Summer hours.
  • Competitive sales incentive bonus plan.
  • Hybrid work model, with flexibility.

We will count on you to:

  • Pre
  • Renewal:_
  • Collect renewal information, prepare submissions and produce accurate client facing documents.
  • Use Microsoft Excel and other means to analyze changes in expiring versus renewal information.
  • Review and analyze quotation/comparisons.
  • As needed participate in client meetings, underwriter meetings, and group presentations.
  • Post Renewal_:_
  • Accountable for coordination of binders & invoice issuance for each line of coverage.
  • Pre
pare premium allocation and risk allocation for billing and taxation purposes

  • Manage the billing and accounts receivable activity on assigned accounts.
  • Verify insurance documents for accuracy.
  • Pre
pare summaries of insurance and other client ready reports

  • On Going Basis:_
  • Develop, monitor, update and ensure compliance with Renewal Action Plan.
  • Respond to client inquiries and insurer coverage/documentation requests; solve client account issues.
  • Electronic Filing

What you need to have:


  • 12 years commercial insurance experience
  • Holds RIBO License; or willing to obtain within 3 months of hire.
  • Strong business acumen including a wellrounded knowledge of general business function and finance
  • Possess a solid understanding of basic property/casualty insurance principals and risk management concepts.
  • Excellent written and verbal communication skills.
  • Strong organizational skills in prioritizing work and consistently meeting deadlines.
  • Proficiency in Word, Excel, Outlook, SharePoint, and TAM/EPIC
  • Ability to work independently and as part of a closeknit team

What makes you stand out?

  • Strong customer service skills
  • Possess a solid understanding of basic property/casualty insurance principals and risk management concepts.
  • Great team spirit
  • Desire to learn and develop professionally
  • Life Sciences and/or Media and Technology industry experience.
  • CIP or other designations
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.

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