Client Executive

National African-American Insurance Association (NAAIA); Canada; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading global insurance broker is seeking a Client Executive in Montreal. This hybrid role requires managing low-risk accounts and collaborating with senior colleagues. Candidates should have over 8 years of commercial insurance experience, including at least 3 years in a client-facing role. The position emphasizes relationship building and market analysis, with professional development opportunities available.

Benefits

Professional development opportunities

Inclusive and vibrant culture

Flexible working arrangements

Qualifications

• 8+ years of commercial insurance experience with at least 3 years as a Client Executive.
• Must have applicable Insurance Broker Provincial Licensing.

Responsibilities

• Manage and grow low-risk accounts.
• Collaborate with teams to identify client needs.
• Conduct market research and analyze data.
• Develop tailored solutions for clients.

Skills

Commercial insurance experience

Client management

Market analysis

Relationship building

Education

Post-secondary education or equivalent

Insurance-related designations

Job description

Overview

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 Client Executive, you will manage and grow a portfolio of low-risk accounts while supporting senior colleagues with larger or more complex clients to develop your sales and account management skills. You will collaborate with teams to identify client needs, assess risks, and develop tailored solutions that align with business objectives, helping to expand existing accounts and identify new opportunities. Additionally, you will conduct market research, analyze data, and build strong relationships within client organizations to ensure operational excellence and long-term client satisfaction.

Responsibilities

• Maintain and expand low-risk accounts from a small book of business and assist senior level colleagues with maintaining and expanding large or complex accounts to refine and develop technical and managerial sales skills as well as gain exposure
• Collaborate with senior level colleagues and project specialists to identify key decision makers, account needs and underlying risks to determine potential services, products and combinations that will best serve and address client business objectives, business compliance so as to expand accounts
• Conduct research and analysis to target new buyer hubs and gain insight to expansion opportunities strategizing internal offerings and market trends to ideally institutionalize accounts within the business
• Analyzes and conceptualizes collected project, account and/or market quantitative and qualitative data into a viable offering for proposal work for personal or superior colleagues\' accounts
• Assists in developing custom solutions to address account and/or prospective account needs for a complex account and effectively presents or assists with presentations for all solutions to senior colleagues or accounts/prospects
• Work to ensure all managed accounts are in good standing and address escalated issues or concerns in a timely and effective manner so as to ensure operational excellence and relationship satisfaction
• Nourish and grow professional network within client organizations

What you need to have

• 8+ years of commercial insurance experience with a minimum of 3 years in a Client Executive type role managing a book of business
• Applicable Insurance Broker Provincial Licensing
• Post-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees

What makes you stand out?

• Ability to lead
• Ability to manage
• Ability to drive growth

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, a business of Marsh McLennan (NYSE: MMC), is the world\'s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan 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 McLennan 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 McLennan 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 McLennan 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.