Insight Global Jobs

Job Description

Insight Global is seeking a dedicated Associate Client Executive to become a part of a leading organization in the insurance broking and risk management sector, based in Montreal. The position is designed as a hybrid role, with the expectation of three days of on-site work and two days of remote work each week. The Associate Client Executive will be instrumental in sustaining client satisfaction and loyalty by providing outstanding service and value. Responsibilities include strategically expanding client relationships, acquiring new clients, and utilizing company resources to offer top-tier solutions. The role entails full responsibility for client solution delivery, managing and expanding client profit and loss, and working in tandem with the Client Executive to improve client services and opportunities for professional growth.

Key Responsibilities:

• Cultivate and expand client relationships, ensuring satisfaction and seeking opportunities for new client acquisition.

• Take full responsibility for the client's portfolio, including solution delivery and financial performance.

• Analyze client risk profiles, loss experiences, and current coverage to tailor product/service offerings.

• Communicate effectively with insurers regarding client needs and binding instructions.

• Oversee the implementation and adherence to a quality service plan, verifying the precision of all client documents.

• Develop and present comprehensive renewal proposals to existing clients and conduct regular stewardship meetings.

• Drive new sales and foster a culture of growth through client referrals and team collaboration, in line with the business plan.

• Ensure prompt billing and collection processes for each client account.

• Build collaborative relationships across company functions to enhance client service and identify cross-selling opportunities.

• Engage with industry groups and utilize company resources to provide the best possible service to clients and prospects.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

· 3+ years of experience working with commercial insurance is essential.

· AMF license or ability to obtain one in 3 months of hire

· Excellent proficiency in both French and English, both verbal and written.

· Ability to generate new sales through existing clients and referrals, aligned with business plans.

· Proficient with MS Office

· Strong interpersonal skills with the ability to interact effectively at all levels of the organization, including executive level.

· Ability to manage client accounts, including creating renewal proposals, conducting stewardship meetings, and ensuring quality service delivery.

· Ability to manage client Profit and Loss (P&L), including timely billing and collections.

· Client services experience

· Underwriting experience

· Strong analytical and problem-solving skills to address client needs and resolve issues effectively. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.