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Personal Lines Insurance Account Advisor

4 months ago

Kitchener, Canada Marsh Full time

Marsh is seeking a suitable individual to join our Personal Lines Team in our Kitchener, Toronto and Edmonton offices:

Personal Lines, Insurance Account Advisor (Service)

What can you expect?

  • 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 met.
  • A career where no two days are the same. This role provides variety in tasks and service interactions.
  • A culture of collaboration, empowerment, personal and professional growth with a strong emphasis on providing best in class service.
  • A 6 week comprehensive training program with ongoing professional development. We are committed to giving employees the knowledge they need.
  • We offer a variety of shifts that allow employees the ability to balance their home and work life.

What is in it for you?

At Marsh Canada, we offer a competitive employee benefits and a thriving culture to bring your authentic self to work.

  • A company with a strong Brand and strong results to match
  • A competitive compensation package, full benefits package starting on day one including medical, dental, vision, STI, LTI, life insurance and a generous employer matched pension plan. We also allow staff the ability to participate in our employee stock purchase plan.
  • Generous time off allowances including vacation days, floating holidays and personal days. We also allow colleagues the ability to get a jump start on their long weekends with early close days.  
  • Access to our employee resource groups which provides career growth and mentoring opportunities with counterparts in industry groups and client organizations. You can be assured that there is always an opportunity to learn and grow with Marsh.  
  • Hybrid positions which provides the opportunity to work from both in the office and your home.

We will count on you to:

  • Respond to client requests and inquiries across a number of channels in a prompt and professional manner and process timely and accurate completion and/or submission of client requests in accordance with carrier guidelines.
  • Analyze, counsel and recommend coverages, identify and fill coverage gaps, identify cross sell opportunities etc.
  • Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications and submit in accordance with carrier guidelines and timelines.
  • Complete annual renewal reviews to ensure client needs from coverage and pricing perspective are maintained.
  • Obtain claims information in an empathetic, accurate and delicate manner and submit to the carrier in a timely manner.
  • Re-underwrite files to ensure policy information and documentation remains up to date.  

What you need to have: 

  • RIBO licensed preferred. If you do not have your license, thatâs okay, we will be happy to sponsor you
  • College/university degree considered an asset.
  • 1+ yearsâ work experience in personal lines insurance or if you are new to the industry you are welcome to apply.
  • Position starts on the 10-6 shift with the ability to graduate to an earlier shift as business needs shift. Note: all employees are required to participate in the late shift rotation once per week.(12-7pm).
  • Home office space with reliable high speed internet.

What makes you stand out:

  • Experience working in a service center environment.
  • Previous customer service experience.
  • Experience with a Broker Management System, preferable TAM or Epic.

Marsh is the worldâs leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 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 worldâs leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 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 X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

In accordance with applicable legislation, Marsh McLennan 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 individualâs particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact TANA@mmc.com

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.