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Senior Client Executive

July 6, 2025July 6, 2025

Senior Client Executive

CompanyMarsh & McLennan
LocationMontreal, QC, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelExpert or higher

Requirements

  • 10+ years experience in commercial insurance
  • Excellent communication in English and French (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
  • Developed client relationships with Economic Buyer and Risk Manager
  • Good knowledge of client risk issues and Marsh solutions
  • Proven track record of effectively managing and retaining renewal business

Responsibilities

  • Review client/prospect exposure loss experience and current coverage, and analyze the risk to determine the product/service requirements
  • Communicate client needs and binding instructions to insurers
  • Implement and maintain a quality service plan, including ensuring the accuracy of binders, policies, and other relevant documents
  • Create and present renewal proposals to existing clients
  • Contribute to placement strategy
  • Negotiate complex insurance programs with underwriters when required
  • Advise clients on coverage issues
  • Conduct stewardship meetings with client participation
  • Along with the team, generate new sales through existing clients and client referrals in accordance with the business plan
  • Manage timely billing/collection for each client
  • Develop a working relationship with all functions within the company to improve client service and increase cross-selling opportunities
  • Engage the appropriate industry group and Marsh resources to offer best in-front resources for each client/prospect
  • Participate in professional development activities/courses
  • Comply with Marsh Excellence and Professional Standards to ensure quality service to all clients

Preferred Qualifications

  • Growth focused mindset and ability to participate in industry focused events
  • Leadership skills
  • Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines
  • Broker and/or CIP License


TaggedCustomer SuccessExpert or higherFinance & Operations & StrategyMarsh & McLennanSales & Account ManagementStrategic Account Management

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