Associate Client Executive

Cim; Montreal (administrative region); Hybrid; CAD 55,000 - 85,000; Full time

Job summary

Marsh in Montreal is seeking an Associate Client Executive to join our Affinity team. This hybrid role requires three days in the office weekly and focuses on coordinating daily client servicing and renewals.

You will support the Client Executive, analyze client needs, and coordinate with insurers to secure appropriate coverage while ensuring documentation is complete and timely.

Qualifications

• AMF license required.
• Experience in Commercial Insurance brokerage/client service or related role.
• Knowledge of renewal, endorsement, certificate, and placement processes.
• Proven ability to build and maintain strong client and insurer relationships.
• Strong organizational skills and ability to manage multiple deadlines.
• Strong written and verbal communication skills.
• 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 and analyzing client risks and help implement measures that improve business effectiveness and service quality.
• 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 elevate discrepancies as needed.
• 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.

Skills

Client servicing

Risk analysis

Renewals/placement

Relationship management

Organizational skills

Communication

Bilingual (FR/EN)

Education

AMF license

Job 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 elevate discrepancies as needed.
• 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.