Client Executive

Marsh McLennan•Montreal, QC

3d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Ability to lead
Ability to manage
Ability to drive growth

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