Associate Client Executive

Marsh McLennan; Montreal (administrative region); Hybrid; CAD 65,000 - 95,000; Full time

Job summary

Marsh is seeking an Associate Client Executive to join our Affinity team in Montreal. This hybrid role requires in-office presence at least three days a week.

You will support the Client Executive in day-to-day servicing, renewals, and strategy coordination to deliver exceptional client service across an affinity portfolio. You will analyze client needs, coordinate placement with insurers, and help maintain accurate documentation and compliance.

Qualifications

• Experience in Commercial Insurance brokerage or related client service role.
• Knowledge of renewal, endorsement, certificate, and placement processes.
• Proven ability to build and maintain client relationships and insurer partnerships.
• Strong organizational skills and ability to manage multiple deadlines.
• Strong written and verbal communication skills.
• Attention to detail and compliance requirements.
• Bilingual French/English is an asset.

Responsibilities

• Support the Client Executive with day-to-day client servicing and coordination of client needs.
• Assist with identifying client risks and implement measures to improve service quality.
• Participate in renewal strategy planning and coordination of internal stakeholders.
• Conduct targeted marketing and business development with new prospects/clients as required.
• Support management of mid-size and large accounts with follow-ups and deliverables.
• Analyze client needs and recommend appropriate coverage solutions.
• Support placement activities by requesting quotes and negotiating terms with insurers.
• Follow up to ensure timely issuance of policies and endorsements.
• Support preparation and delivery of certificates and policy documentation.
• Review policies for alignment with terms and escalation as needed.
• Support claims-related administration and coordination with insurers.
• Maintain complete, accurate documentation and internal compliance.

Skills

Commercial insurance experience

Client servicing

Renewals & endorsements

Relationship management

Documentation & compliance

Bilingual (French/English) asset

Education

AMF license

Job description

Company:

Marsh

Description:

We are looking for a talented individual to join our Affinity team at Marsh. This is a hybrid position based in Montreal, with a minimum of three days per week in the office.

The Associate Client Executive (ACE) supports the Client Executive in delivering high-quality client service for an affinity portfolio. The role focuses on coordinating day-to-day servicing activities, supporting renewals and mid-term changes, and ensuring documentation and deliverables are accurate and completed on time.

We will count on you to:

• Support the Client Executive with day-to-day client servicing and coordination of client needs.
• Assist with identifying and analyzing client risks and help implement measures that improve business effectiveness and service quality in the market.
• Participate in strategic planning during renewal periods (renewal strategy, timelines, priorities, and coordination of internal stakeholders).
• Conduct targeted, structured marketing/business development with new prospects/clients as required.
• Support the management of mid-size and large accounts (follow-ups, priorities, deliverables, quality of information).
• Analyze client needs and recommend the most appropriate coverage solutions in the client’s best interest.
• Support placement activities by requesting quotes and negotiating terms with insurers, in line with client direction and internal guidelines.
• Follow up with insurers and clients/insureds to ensure timely issuance of policies/endorsements and resolution of open items.
• Support the preparation, processing, and delivery of certificates and related policy documentation.
• Review policies and endorsements for alignment with agreed terms and escal…?
• Support claims-related administration, including coordinating claim notifications to insurers and collecting required information.
• Maintain complete, accurate, and up-to-date documentation and follow internal best practices for client service and compliance.

What you need to have:

• AMF license (required).
• Experience in Commercial Insurance brokerage/client service or a related role (commercial insurance preferred).
• Knowledge of renewal, endorsement, certificate, and placement processes.
• Proven ability to build and maintain strong relationships with clients and insurer partners.
• Strong organizational skills and ability to manage multiple deadlines.
• Strong written and verbal communication skills.
• High attention to detail and comfort working with documentation and compliance requirements.
• Bilingual (French/English) is an asset.

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 (NYSE: MRSH) is 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, 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 [e-mail]

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.