Marsh & McLennan Client Representative - U.S. Primary Casualty in Toronto, Ontario

General Summary:

Contributes to revenue growth by assisting in the implementation of insurance solutions that meet clients’ needs. Supports client facing professionals within the team.


  • Collection of renewal information from clients and Marsh client executives.

  • Preparation of coverage specifications and submissions.

  • Assists with the review and analysis of quotations.

  • Completes Loss Forecasts.

  • Assists in producing client proposals and presentations.

  • Accountable for coordination of binder & invoice issuance and creating/updating Client Service Instructions.

  • Prepares premium allocation and risk allocation for clients as needed.

  • Reviews and analyzes policy audits and adjustments.

  • Reviews and verifies insurance policies for accuracy, coordinating corrections, preparing policy transmittal letters and delivering of policy documents to the client.

  • Formatting of spreadsheets, word documents, presentations etc., liaising with Client Support Services, Xerox and Graphics as needed.

  • Works directly with the Client Executive and Client Advisor to provide our clients with the best possible service.

  • Develops an understanding of the clients’ business priorities and risk management needs.

  • Provides quality day-to-day service on client deliverables.

  • Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.

  • Provides necessary information to operations to create account information in databases and updates information as needed.

  • Supports Client Advisor.

  • Key liaison/role for process and activities supported by Client Support Services including Certificates of Insurance and Auto ID cards.

  • Understands and complies with Marsh Compliance and Transparency Standards.


  • Post-secondary education.

  • Ideally, a minimum of 2 years progressive Client Representative experience in commercial lines.

  • Holds appropriate broker’s license(s) for the Province of Ontario

  • Possess a solid understanding of basic casualty insurance principals and risk management concepts.

  • Superior computer skills with proficiency in email, word processing and spreadsheet software, as well as working knowledge of presentation software.

  • Excellent verbal and written communication skills and the ability to work with all levels of staff.

  • Results oriented with a strong client service focus.

  • Ability to work independently and within a team-based environment.

  • Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines.

  • Solid analytical skills.

  • Demonstrated ability to handle multiple responsibilities and projects with a high degree of detail and organization.

  • Strong customer service orientation.

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 Stephanie Joseph at +1 416 349 4855 or via email:

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: