Client Advisor, High Net Worth Private Client

2 months ago

Toronto, Canada Marsh Full time

**Client Advisor, High Net Worth Private Client Services**

**What can you expect?**
- You will be joining a positive, dynamic, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh’s Private Client Services
- We are a National team across Vancouver, Calgary, Toronto, and Montreal, consisting of Client Advisors, Client Representatives, and leadership
- In the first few months, you will have the opportunity to become acquainted with your team, clients, Marsh's culture, processes, and training, enabling you to excel in your role
- We place a high value on diversity and work to foster understanding, inclusion, and innovation in the workplace
- You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance

**What is in it for you?**
- A company with a strong brand and strong results, committed to making a difference in people's lives
- A culture of belonging, innovation, empowerment, 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 including salary, commission, and bonus potential, along with a comprehensive benefits package - effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account))
- An exceptional and competitive pension plan with contribution and company match options to suit the employee
- Parental Leave, Tuition Reimbursement plan per year, and participation in our Employee Stock Purchase Plan
- 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
- A comprehensive training program and ongoing professional development
- 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 promptly and ensure accurate completion/submission of client requests in accordance with carrier guidelines
- Analyze, counsel, and recommend coverages through addressing coverage gaps, identifying cross selling opportunities, etc.
- Proactively engage and complete annual renewal reviews to ensure clients’ ever changing needs from a coverage and pricing perspective are maintained
- Obtain claims information with empathy and accuracy, submit to carriers in a timely manner, and provide claims education to all clients
- 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
- Utilize the broker management system to efficiently enter and maintain all prospect and client account information, and ensure accounts receivables are always collected and current
- Establish and maintain strong, productive, and ongoing referral relationships both internally and externally as well as with all colleagues, clients, centers of influence and carrier partners
- Proven personal credibility, accountability and act with integrity and reputation. Exercise sound judgement, strategic thinking and strong problem-solving skills to deliver effective solutions
- Participate in all mandatory training to ensure all regulatory requirements are met and compliant with best practices, professional standards, and internal policies and procedures
- Stay up to date with annual insurance licensing requirements and complete necessary courses to maintain current and valid licenses

**What you need to have**:

- 10 years of experience in Personal Lines
- 5 years of client facing experience with significant exposure and knowledge of the high-net-worth client & carriers
- RIBO license or ability to obtain one in 3 months, as well as other provincial licenses as required
- Strong insurance knowledge across all asset classes on various topics but not limited to underwriting, pricing, claims, and cross border exposures
- Excellent interpersonal, communication (verbal & written), and presentation skills
- Great organizational and time management skills
- Positivity combined with a sense of urgency and attention to detail managing deadlines and competing requests; self-starter
- Proficient in MS Office such as Word, Outlook, Teams, Excel & PowerPoint

**What makes you stand out**:

- College/university degree
- Strong entrepreneurial spirit with a proven track record of rounding out accounts, prospecting, and successfully signing new clients
- Familiar with broker management systems
- Interest in pursuing a CAIB and/or CIP or working towards

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best peop

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