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Client Executive

CA001 Marsh Canada Limited
Metcalfe,Ottawa
Full-time

Description :

We are seeking a talented individual to join our team at Marsh. This role can be based in various locations and is a hybrid role that has a requirement of working at least three days a week in the office.

The Client Executive will play a key role in maintaining and expanding a mid-sized book of business containing larger or nuanced accounts across various industries or specialties and may contribute to the sales work for complex, high-priority accounts owned by senior colleagues.

Client managers "deliver the firm" by aligning client strategies and needs to Marsh McLennan's capabilities and resources which includes managing and developing client relationships, acting as the client's trusted advisor, pursuing new business development, and expanding and diversifying the mix of our products and services the client holds.

This is a great opportunity to enhance your technical and managerial sales skills, as well as gain exposure to a wide range of clients and industries.

We will count on you to :

  • Develop the sales strategy for managed accounts leveraging an in-depth understanding of client needs, market trends and internal product or service offerings
  • Manage research efforts and analyses on relevant markets and industries to identify potential relationship needs, target new buyer hubs and ultimately target areas to expand the book of business for the team and / or personal book of business
  • Complete analyses consolidating project and / or market data with understood account needs and expectations to fulfill competitive and well thought proposal work for personal or superior colleagues' existing or potential accounts and cross-functional opportunities to institutionalize accounts
  • Be responsible for developing project plans, leveraging knowledge of team and personal technical and professional capabilities, strategizing feasible timelines and work expectations to deliver products and solutions as efficiently and successfully to accounts
  • Conduct robust analyses to create feasible and effective custom product solutions for new or existing personal accounts or complex team accounts ensuring overall pricing and policy compliance
  • Address escalated issues in a timely and effective manner and works to ensure relationships are in positive standing and delivering on promised timelines and outcomes
  • Actively engage and nourish relationships and professional networks within client organizations
  • Attend and participate in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company

What you need to have :

  • 5+ years of experience as an insurance client executive
  • Proven experience in account management or sales, preferably in a B2B environment
  • Commercial and Damage license or Broker license as required by jurisdiction (RIBO, AMF, etc.), or ability to obtain one in 3 to 6 months
  • Strong analytical and problem-solving skills, with the ability to analyze and interpret quantitative and qualitative data
  • Excellent communication and presentation skills, with the ability to effectively communicate complex ideas and solutions to both internal and external stakeholders
  • Strong networking and relationship-building skills, with the ability to establish and maintain professional relationships with clients and industry professionals
  • Self-motivated and proactive, with the ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite and CRM software

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 impact for 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.

Marsh, a business of Marsh McLennan (NYSE : MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman.

With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.

For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment.

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations.

If you require a specific accommodation because of a disability or medical need, please contact Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.

All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.

Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

17 hours ago
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