Client Relationship Management - Lead Specialist

Marsh Agency; Montreal; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Marsh in Montreal, Quebec, seeks a Client Relationship Management Lead Specialist to manage key retail affinity accounts. Hybrid role requiring three in-office days per week; you will lead client relationships, coordinate across teams, and help design solutions for complex insured accounts.

The ideal candidate has 3–5 years as a senior account manager in commercial insurance, bilingual French/English, and AMF license or willingness to obtain it; strong analytical and interpersonal skills are

Qualifications

• 3–5 years’ experience as senior account manager in commercial insurance.
• Experience managing large, complex accounts.
• Bilingual French/English written and spoken.
• AMF license or willingness to obtain license.

Responsibilities

• Maintain and expand a large book of business containing complex and priority accounts within the Retail Affinity Practice.
• Direct and implement the sales and marketing strategy for managed accounts and growth areas.
• Offer technical advice and make informed recommendations leveraging product expertise and account review.
• Ensure conditions, coverage and pricing are advantageous for the Company and manage proposals.
• Maintain relationships and ensure service excellence, addressing escalated issues.
• Build relationships with senior professionals in client organizations and insured individuals in sponsored programs.
• Attend industry events to build a strong professional network and represent the Company as a thought leader.

Skills

Senior account manager

Bilingual French/English

AMF licensed or willing

Analytical skills

Client relationship management

Job description

We are seeking a talented individual to join our Client Relationship Management team, part of our Affinity business at Marsh. This role will be based in Montreal Quebec. This is a hybrid role that requires at least three days a week in the office.

As a Client Relationship Management Lead specialist, you will play a key role in client relationship management for the key clients within Marsh’s Affinity Practice. Marsh helps clients succeed by defining, designing, and delivering innovative, industry-specific solutions to effectively manage risk, developing and maintaining strong client relationships is key to our mutual success.

We will count on you

• Maintain and expand a large book of business containing complex and priority accounts within the Retail Affinity Practice .
• Direct and implement the sales and marketing strategy for managed accounts and growth areas leveraging an in-depth understanding of market needs and expectations, trends and internal product and service offerings.
• Offer technical advice and make informed recommendations leveraging product expertise, a comprehensive review of account needs and risks and colleagues with various appropriate specialties.
• Work to ensure conditions, coverage and pricing are advantageous for the Company and the relationship with the outlook to institutionalize accounts and upholding business and compliance standards when representing the firm while offering customized solutions and completing proposal work.
• Maintain and preserve relationships and ensure overall service excellence standards are met, addressing escalated issues and miscellaneous concerns to remain in positive standing and preserve credibility.
• Maintain strong relationships with senior level professional counterparts in client organizations as well as individual insured within a sponsored program.
• Attend and participate frequently in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company as a thought leader.

What You Need To Have

• Minimum 3-5 years’ experience as senior account manager in commercial insurance
• Experience working with, and managing, large, complex, accounts
• Bilingual French/English written and spoken
• AMF (Quebec) licensed- or open to obtaining license
• Strong analytical and technical skills
• Service expertise, sales capabilities, with a focus on client retention retaining and converting clients

What Makes You Stand Out

• Excellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization.
• Demonstrated ability to independently service medium- to larger-end (somewhat complex) accounts.
• Demonstrated ability to develop and maintain strong client/insurance partner relationships.
• Possess good knowledge of client risk issues.
• Ability to effectively manage and retain renewal business.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.