Associate Client Executive

Company:

Description:

We are looking for a talented individual to join our Affinity team at Marsh. This is a hybrid position based in Montreal, with a minimum of three days per week in the office.

The Associate Client Executive (ACE) supports the Client Executive in delivering high-quality client service for an affinity portfolio. The role focuses on coordinating day-to-day servicing activities, supporting renewals and mid-term changes, and ensuring documentation and deliverables are accurate and completed on time.

We will count on you to:

• Support the Client Executive with day-to-day client servicing and coordination of client needs.
• Assist with identifying and analyzing client risks and help implement measures that improve business effectiveness and service quality in the market.
• Participate in strategic planning during renewal periods (renewal strategy, timelines, priorities, and coordination of internal stakeholders).
• Conduct targeted, structured marketing/business development with new prospects/clients as required.
• Support the management of mid-size and large accounts (follow-ups, priorities, deliverables, quality of information).
• Analyze client needs and recommend the most appropriate coverage solutions in the client’s best interest.
• Support placement activities by requesting quotes and negotiating terms with insurers, in line with client direction and internal guidelines.
• Follow up with insurers and clients/insureds to ensure timely issuance of policies/endorsements and resolution of open items.
• Support the preparation, processing, and delivery of certificates and related policy documentation.
• Review policies and endorsements for alignment with agreed terms and escalate discrepancies as needed.
• Support claims-related administration, including coordinating claim notifications to insurers and collecting required information.
• Maintain complete, accurate, and up-to-date documentation and follow internal best practices for client service and compliance.

What you need to have: 

• AMF license (required).

• Experience in Commercial Insurance brokerage/client service or a related role (commercial insurance preferred).
• Knowledge of renewal, endorsement, certificate, and placement processes.
• Proven ability to build and maintain strong relationships with clients and insurer partners.
• Strong organizational skills and ability to manage multiple deadlines.
• Strong written and verbal communication skills.
• High attention to detail and comfort working with documentation and compliance requirements.
• Bilingual (French/English) is an asset.

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.