Client Relationship Management - Lead Specialist
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Experience
- Minimum 3-5 years’ experience as senior account manager in commercial insurance
- Posting language
- English
- Posted
Original job description
Company:
MarshDescription:
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 to
- 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.
More about this job
Responsibilities
Manage and grow a portfolio of complex, priority accounts in the Retail Affinity Practice by developing sales and marketing strategies, advising on insurance products and risks, and delivering customized proposals. Maintain strong client relationships and service standards, resolve escalated issues, support renewals, and represent Marsh at industry events.
Requirements
Requires 3–5 years of senior commercial insurance account management experience, including managing large and complex accounts, and written and spoken French-English bilingualism. Candidates need strong analytical, technical, service, sales, communication, and relationship-building skills, and must hold or be willing to obtain a Quebec AMF license.
Skills
- Commercial Insurance
- Account Management
- Sales Strategy
- Marketing Strategy
- Risk Assessment
- Insurance Product Expertise
- Client Retention
- Renewal Management
- Complex Account Management
- Analytical Skills
- Technical Advice
- Proposal Development
- Relationship Building
- French-English Bilingual Communication
- AMF Licensing
Benefits
- Professional Development Opportunities
- Career Opportunities
- Well-Being Benefits And Rewards
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
- Management & Leadership
Keywords
- Commercial Insurance
- Retail Affinity
- Account Management
- Complex Accounts
- Sales Strategy
- Marketing Strategy
- Risk Management
- Risk Assessment
- Insurance Coverage
- Insurance Pricing
- Product Expertise
- Client Retention
- Renewal Business
- Proposal Development
- Service Excellence
- AMF License
- Quebec
- Industry Events
- Compliance Standards