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Client Representative

Location: Surrey, British Columbia, Canada

Company: Marsh

Job ID R_065494-en

Provides technical insurance support and service on client accounts and liaises with brokers, sales teams, markets and clients.   Supports the sales team on  new and existing clients business opportunities, provides technical support to brokers and directly interacts with clients to answer questions, resolve problems and make required changes to policy coverage where direct sales and broking involvement is not required. Account Representatives do not have assigned books of business or sales/ revenue targets.  


 Provide support to the commercial client team.

 Review and maintain expiration lists.

 Determine strategy for renewal action plan with client executive and/or broking.

 Obtain renewal information from clients and/or client executive.

 On small and medium accounts:

o Create and send submissions to insurers.

o Analyze and compare quotes to submission or summary of changes on account.

o Present terms to clients.

o Obtain order.

o Bind coverage with insurer.

 On large accounts:

o Assist broking in creating marketing submissions.

o Analyze and compare quotes to submission or summary of changes on account for client executive to present terms to client.

o Bind coverage with insurer when order obtained by client executive.

 Prepare and/ or request loss reports from insurers, where required.

 Ensure all coverages are bound, invoiced and confirmations sent to clients prior to renewal.

 Prepare and process insurance documents including client presentations, proposals, placement packages, binders, program charts, insurance schedules, statement of values, insurance confirmations, finance contracts, endorsements, loss runs, policies, invoices, transmittal documents and where required pink cards and certificates of insurance or provide direction to processing team on the processing of these documents.

 Review and send final documents to the client by e-mail, mail or fax.

 Report, monitor and follow up on routine outstanding claims to resolution, redirecting complex claims to claims manager, client executive, broking where required.

 Review and sign certificates of insurance.

 Create and follow up on abeyances for outstanding items from clients, underwriters, adjusters, broking, client executives. 
 Provides direction to the Processing team on the preparation of client proposals, binding packages, financing agreements and other insurance documentation.  Reviews binding packages for accuracy.

 Fields telephone calls from clients and underwriters, answering questions and responding to requests for changes.  Provides direction to Processing team as required.

 Produces client correspondence, including clarification letters, from standard documents in EPIC or creates new documents as required.  

 Enter client information in Epic and ensure team correspondence (letters, records of phone conversations, emails, etc.) is saved correctly in Epic and/or the shared drive.

 Set up clients/ prospects in SalesForce.

 Monitor and follow up on outstanding accounts receivable.

 Perform special projects (photocopying, creating spreadsheets, etc.) for client executive and/or broking as required.

 Back up / assist other team members as required.

 Maintain a technical and service-oriented relationship with clients.

 Ensure professional competence and keep abreast of changes within the industry by attending relevant seminars and reviewing written industry material.

 Provide mentorship, technical training of specific functions to staff where required.

 Follow JLT policies and procedures, including compliance, privacy and client security procedures, as set out on the Company Intranet and as amended from time to time.

 Cross train with Surety division.

 Other duties as required.   


 Valid provincial insurance licence mandatory. Level 2 required in BC and Alberta.  

 Insurance designation (CAIB, CIP, FCIP, CRM, etc.) preferred.

 2+ years of insurance industry experience preferred.

 Broad knowledge of all classes of insurance.  Detailed industry/specialty knowledge an asset.

 Superior written and verbal communication skills.  

 Established understanding and comfort level in dealing directly with clients, underwriters, brokers and sales teams.

 Ability to prioritize tasks and handle multiple files simultaneously.  

 Proficiency in Microsoft Office applications and EPIC. 

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).

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at:

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