Insurance Specialist, Sales and Service Supervisor

3 weeks ago

Montreal, Quebec, Canada Marsh Full time

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

Insurance Specialist, Sales and Service Supervisor

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 home-work 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?

  • A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
  • A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
  • Competitive pay (salary and bonus potential), full benefits package – effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account))
  • Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
  • Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
  • Employee Resource Groups which provide access to leaders, relevant volunteer, mentoring opportunities, and interactions with counterparts in industry groups and client organizations

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.
  • Provide quotations, 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 at every client interaction to ensure policy information and documentation remains accurate.
  • Manage incoming and outbound sales opportunities.
  • Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications and submit in accordance with carrier guidelines and timelines
  • 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:

  • The position requires the successful candidate to be completely bilingual in French and English. Must have the ability to write, speak, and conduct business in both French & English.
  • 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 is the world's 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 world's 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 , 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 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 individual's particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

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 based teams will identify at least one "anchor day" per week on which their full team will be together in person. office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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