Associate Account Advisor- High Net Worth Clients

7 months ago

Montréal, Canada Marsh Full time

**Associate Account Advisor
- High Net Worth Clients**

**What can you expect?**
- You will be joining a dynamic team of insurance professionals who focus on Personal Lines Risks in our High Net Worth consumer division of Marsh’s Private Client Services.
- We offer a fast paced, high volume, friendly team environment.
- You approach each work day by assessing what needs to get done and are diligent with staying on target with your time. You in a word, are organized and have exceptional multi-tasking abilities.
- In the first couple of months, you will learn processes, service standards, Associate Account Advisor fundamentals and complete use of our Applied System, TAM.

**What is in it for you?**
- A company with a strong Brand and strong results to match.
- Culture of internal mobility, collaboration and valued partnership with HR from the business. A leader in diversity and inclusion.
- Competitive pay (salary and bonus potential), Full benefits package - starting day one traditional benefits plan (medical, dental, vision, STI/LTI, life insurance), full array of competitive retirement plan packages, tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan. (regional specificity required)
- We offer a hybrid work environment which allows our colleagues to split their time between working from the office and from home providing the ability to better balance their work and home life.


**We will count on you to**:

- Collection of renewal information from clients, Account Advisors and/or Marsh client teams.
- Assist in the preparation of coverage specifications and submissions.
- Producing client market proposals and renewal summaries.
- Accountable for invoice issuance and creating/updating Client Service Instructions.
- Reviews and verifies insurance policies for accuracy, coordinating corrections, preparing policy transmittal letters and delivering of policy documents to the client or client advisor.
- Formatting of spreadsheets, word documents, presentations etc., liaising with Client Support Services, Xerox and Graphics as needed.
- Completion of VIP renewal summaries and proposals.
- Works directly with the designated team of Account Advisors to provide our clients with the best possible service.
- Provides quality day-to-day service on client deliverables. Provides necessary information to operations to create account information in databases and updates information as needed.
- Support Account Advisors in all capacities.
- Occasional administrative duties such as answering client calls.
- Understands and complies with Marsh Compliance and Transparency Standards.
- Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.
- Develops an understanding of the clients’ business priorities and risk management needs.
- Client facing needs, as required.
- Remarket, Change Request, Cancellations and other carrier submissions on behalf of client advisors.
- Assists with the review and providing of quotations.

**What you need to have**:

- Post-secondary education or equivalent work experience, with a minimum of two to five years’ industry related work experience; or, an equivalent combination of skills and experience.
- Currently holds appropriate broker’s license for the Province of Quebec (AMF).
- Strong proficiency with Outlook and Microsoft programs.
- Strong verbal and written communication skills in French and English.
- Results oriented with a strong customer service focus.

**What makes you stand out**:

- Experience using Agency Manager (TAM or EPIC) is an asset.
- Exceptional Multi-Tasking and Organizational skills.
- Ability to work independently and within a team-based environment.
- Ability to work in a fast-paced, dynamic environment with changing priorities.

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.

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