Associate Client Executive

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.

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.

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.