Insurance Client Executive Associate (Hybrid - Montreal)

Marsh; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Job summary

Marsh in Montreal is seeking an Associate Client Executive (ACE) to support the Client Executive in delivering high-quality client service for an affinity portfolio. This role focuses on coordinating day-to-day servicing, supporting renewals and mid-term changes, and ensuring documentation is accurate and completed on time.

This is a hybrid position based in Montreal, with a minimum of three days per week in the office, and requires an AMF license and experience in commercial insurance brokerage

Qualifications

• AMF license is required.
• Experience in Commercial Insurance brokerage or client service.
• Knowledge of renewal, endorsement, certificate and placement processes.
• Ability to build and maintain strong client and insurer relationships.
• Strong organizational skills and ability to manage multiple deadlines.
• Bilingual French/English is an asset.

Responsibilities

• Support the Client Executive with day-to-day client servicing and coordination of client needs.
• Assist with renewal and mid-term changes; ensure timely documentation.
• Coordinate with internal stakeholders during renewal periods and strategy.
• Conduct targeted marketing/business development with prospects/clients as needed.
• Manage mid-size and large accounts with follow-ups and deliverables.
• Analyze client needs and suggest appropriate coverage solutions.
• Support placement activities by requesting quotes and negotiating terms with insurers.
• Follow up with insurers and clients to issue policies/endorsements and resolve open items.
• Prepare, process and deliver certificates and related policy documentation.
• Review policies and escalate discrepancies; support claims-related administration.
• Maintain complete, accurate documentation and compliance with best practices.

Skills

Client servicing

Relationship management

Communication

Organization

Bilingual asset (FR/EN)

Education

AMF license

Job description

Marsh in Montreal is seeking an Associate Client Executive (ACE) to support the Client Executive in delivering high-quality client service for an affinity portfolio. This role focuses on coordinating day-to-day servicing, supporting renewals and mid-term changes, and ensuring documentation is accurate and completed on time.

This is a hybrid position based in Montreal, with a minimum of three days per week in the office, and requires an AMF license and experience in commercial insurance brokerage