Account Advisor Jobs

Marsh is seeking candidates for the following position based in the Toronto office:

Account Advisor- Private Client Services High Net Worth

What can you expect?

• In Toronto, there is a team of 20+ colleagues including Client Advisors, Client Representatives along with leadership. Nationally the High-Net-Worth segment consists of approximately 40 colleagues with offices in Vancouver, Calgary, Toronto & Montreal
• You will be joining a positive, dynamic, experienced, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh’s Private Client Services
• In the first few months you will get to know your team, the clients that you will be servicing and the Marsh culture as well as getting acquainted and registered for all relevant Marsh Benefits. You will also learn about Marsh processes, workflows, service standards, best practices and compliance and complete all required training courses and modules as they relate. You will also shadow some of your colleagues in the same role and we will arrange for product & portal training with all carriers as needed in addition to ensuring proficiency with our Broker Management System and MS Office applications

What is in it for you?

• We offer a flexible working environment where you could work from home up to 2 days per week and allows our colleagues to better balance their work and home life
• We offer an office culture that encourages diversity and inclusion where our colleagues feel valued, respected, and empowered. There are many opportunities to give back to our Community through various volunteer initiatives and involvement through our Colleague Resource Groups such as the Women’s Exchange, PRIDE, Young Professionals and Multicultural
• Marsh also offers an exceptional and competitive pension plan with contribution options to suit the employee and an employee/ employer matched stock plan.
• We offer a comprehensive training program and ongoing professional development. We are committed to giving employees the knowledge they need
• We offer a culture of collaboration, empowerment, personal and professional growth with a strong emphasis on providing best in class service
• Marsh is a growth organization with a strong brand reputation, stability in the marketplace and a leader in providing a culture of diversity & inclusion. We are an industry leader providing an exceptional compensation and comprehensive benefits package - starting day one as well as providing the ability to earn commission on new business generated
• We offer a fast paced, friendly, team environment where employees are encouraged and empowered to assist and protect clients to ensure their assets are protected and insurance needs are met
• We encourage Continued Education and will reimburse tuition for courses related to your role

We will count on you to:

• Fill all annual insurance licensing requirements and obtain courses and track all necessary hours to always keep licenses current and in good standing
• Establish & maintain strong, productive, and ongoing referral relationships both internally & externally as well as with all colleagues, clients, centers of influence and carrier partners
• Respond to client requests and inquiries across a number of channels in a prompt and professional manner and ensure timely and accurate completion and/or submission of client requests in accordance with carrier guidelines
• Set & strive to reach high standards for goals that result in top quality results
• Provide quotations and market proposals to explain and select coverages based on a thorough discovery and needs analysis and prepare applications and submit in accordance with carrier guidelines and timelines
• Possess a growth mindset and strive to close on new business opportunities with a concerted effort in writing profitable business and monitor that profitability going forward
• Proactively engage and complete annual renewal reviews to ensure clients ever changing needs from a coverage and pricing perspective are maintained either over the phone or in person visits whenever required
• Exercise sound judgement, strategic thinking, be solution driven and possess strong problem-solving skills
• Obtain claims information in an empathetic, accurate and delicate manner and submit to the carrier in a timely manner and provide claims education to all clients
• Analyze, counsel, and recommend coverages, identify and fill coverage gaps, identify cross sell opportunities etc.
• Attend and participate in all mandatory training for compliance, service, product, systems & processes to ensure all regulatory requirements are met and complies with all best practices, professional standards, internal policies, and procedures
• Utilize the broker management system in an accurate and timely manner to enter and maintain all prospect & client account information and ensure accounts receivables are always collected and current
• Proven personal credibility, accountability and acts with integrity and reputation

What you need to have:

• College/university degree considered an asset
• Strong organizational & time management skills with a great attention to detail and a proven ability to manage multiple priorities, deliver timely and accurate work products with a client service focus, a comfort dealing with successful & accomplished individuals and high-level executives and respond with a sense of urgency as required
• 5+ years’ experience in Personal Lines, to include client facing experience with significant exposure and knowledge of the high-net-worth client & carriers
• RIBO license and ability to obtain other provincial licenses as required
• A team player with a positive attitude and excellent interpersonal, presentation, communication (oral & written) and negotiation skills

What makes you stand out:

• A positive & motivating team player with a strong work ethic and an unwavering commitment to delivering professionalism and expertise to our clients and colleagues alike
• Strong entrepreneurial spirit with a proven track record of rounding out accounts, prospecting and successfully signing new clients
• Interest in or already working towards the completion of CAIB and/or CIP
• Strong insurance knowledge across all asset classes which enables wholesome discussions on various topics such as underwriting, pricing, claims, cross border exposures to name a few
• Proficiency in The Agency Manager (TAM) Broker Management System as well as MS Office products such as Word, Outlook, Teams, Excel & PowerPoint

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Mercer 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 medical need please contact [email protected].

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