Insurance Specialist, Service/sales

7 days ago


Montreal, Quebec, Canada Marsh & McLennan Companies Full time

Insurance Professional

What can you expect?

  • A friendly, fast paced, team environment with a strong emphasis on providing best in class service where no two days are the same.
  • The ability to work for a strong, reputable and stable company.
  • A company that understands that homework life balance is important and allows for the flexibility to work both in the office and at home.
  • A strong culture of collaboration, colleague empowerment with an emphasis on personal and professional growth
  • A comprehensive 6 week training program to help get you started.

What is in it for you?
Marsh Canada offers a competitive employee benefits package including competitive salary, full benefit package starting day one (medical, dental, vision, STI, LTI, Life Insurance), exceptional retirement and saving plan (RSP, RRSP, TFSA, Stocks) and generous time off allotments (vacation, floater, sick time and early dismissal days)

We will count on you to:

  • Respond to client inquiries and provide professional and exceptional insurance advice.
  • Analyze, counsel and recommend coverages, identify and fill coverage gaps and identify cross sell opportunities.
  • 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
  • Reunderwrite files at every client interaction to ensure policy information and documentation remains accurate.
  • Manage incoming and outbound sales opportunities.
  • Qualifying leads from digital campaigns, references, onsite visits, etc.
  • Close sales and achieve monthly revenue quotas.
  • Participate in monthly meetings to discuss benchmarks, personal as well as team goals for the upcoming months.
  • Contact existing mono line clients to obtain the other lines of business to round out an account.

What you need to have:

  • Personal lines agent or broker licensed in Quebec (AMF). AMF agent license holder will need to have it transferred to a broker's license.
  • A minimum of 1 year of experience in a personal lines environment or equivalent transferable experience.
  • College/University degree/Diploma is considered an asset
  • Exceptional communication skills, time management and organizational skills
  • Intermediate knowledge of Microsoft Office Suite of Products
  • Average keyboarding skills (40+wpm)
  • Intermediate Computer experience/knowledge.

What makes you stand out:

  • Experience working in a call center environment
  • Experience with a Broker Management System (TAM)
  • Previous customer service experience
  • Working towards the completion of CAIB and/or CIP
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 applicable legislation, 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 medical need

Professionnel de l'assurance

À quoi pouvez-vous vous attendre ?

  • Un environnement d'équipe amical, au rythme rapide, qui met l'accent sur la prestation d'un service de premier ordre et où les journées ne se ressemblent pas.
  • La possibilité de travailler pour une entreprise solide, réputée et stable.
  • Une entreprise qui comprend l'importance de l'équilibre entre vie privée et vie professionnelle et qui offre la possibilité de travailler au bureau et à domicile.
  • Une culture forte de collaboration, de responsabilisation des collègues, avec un accent sur la croissance personnelle et professionnelle.
  • Un programme de formation complet de 6 semaines pour vous aider à démarrer.

Quels sont les avantages pour vous ?


Marsh Canada offre un ensemble d'avantages sociaux compétitifs, y compris un salaire concurrentiel, un ensemble complet d'avantages sociaux dès le premier jour (assurance médicale, dentaire, vision, STI, LTI, assurance-vie), un régime de retraite et d'épargne exceptionnel (RER, REER, CELI, actions) et des congés généreux (vacances, congés mobiles, congés de maladie et congés anticipés).


Nous comptons sur vous pour:

  • Répondre aux demandes des clients et fournir des conseils professionnels et exceptionnels en matière d'assurance.
  • Analyser, conseiller et recommander des couvertures, identifier et combler les lacunes de couverture et identifier les opportunités de vente croisée.
  • Fournir des devis, préparer les demandes et les soumettre conformément


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