Client Representative- Financial Instituations and Professional Services Group
Marsh & McLennan Companies, Inc.
Toronto, ON
RESPONSIBILITIES Pre- Renewal: Assist with the collection of renewal information from clients. Use Microsoft Excel and other means to analyze changes in expiring versus renewal information. Obtain loss runs and renewal information requirements from underwriters. Assist in preparing renewal strategy documents.

Assist in preparing coverage specifications / submissions. Assist with the review and analysis of quotation / comparisons. Assist in producing client proposals, analysis and presentations. Prepare transparency / PDCS documents.

Assist team in coordinating work with CSS – such as certificate listings and invoicing / allocation / ‘loader’ preparation. As needed - participate in client meetings, underwriter meetings, and group presentations. Possess a good knowledge of the client’s operations and insurance programs. Post Renewal: Accountable for coordination of binder / cover notes & invoice issuance for each line of coverage.

Prepares premium allocation and risk allocation for billing and taxation purposes. Prepare client letters (email) according to Professional Standards enclosing binder / cover notes. Manage the billing and accounts receivable activity on assigned accounts. Coordinate with CSS to verify insurance policies for accuracy and coordinate corrections if applicable with insurers.

Prepare and/or send transmittal documents to client. Coordinate with CSS the issuance of insurance certificate and auto ID cards, when applicable. Prepare Summary of Insurance. Prepare Stewardship Reports.

Update Client Service Instructions for CSS including providing Underwriters names / contact information. Follow up on client ‘subjectivities’. Update client service team charts, as necessary. On Going Basis: Complies with Marsh Professional Standards to ensure quality service to all clients including file maintenance and computerized files.

Develop, monitor, update and ensure compliance with Renewal Action Plan. Responds to client inquiries and insurer coverage/documentation requests; solves problems regarding client account issues. Interact regularly with colleagues/managers, clients, underwriters and premium financing companies. Review of less complex insurance contract clauses.

Maintain renewal lists for the service team. Requirements College/university degree or equivalent work experience RIBO license Working towards CAIB or CIP considered an asset 1-2 years’ work experience in commercial insurance Relevant industry practice or Line of Business experience Dedicated to providing exceptional customer service Clear and concise oral and written communication skills Excellent organizational skills with the ability to prioritize work and meet deadlines Excellent interpersonal skills – able to work within a team Proficient in Microsoft Office tools (or equivalent) – Outlook, Word and Excel In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh 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 a medical need, feel free to contact Monika Cieslinski at 905-755-2064 or at Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face.

We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth.

Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit for more information and follow us on LinkedIn and Twitter @MarshGlobal Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC). R_072310-en R_072310