High Net Worth Private Client Services Advisor

4 weeks ago

Toronto, Ontario, Canada CA001 Marsh Canada Limited Full time
Job Summary:

We are seeking a skilled Insurance Professional to join our team as a High Net Worth Private Client Services Advisor. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients, delivering tailored insurance solutions to meet their unique needs.

Key Responsibilities:
  • Respond to client inquiries and ensure accurate completion of client requests in accordance with carrier guidelines.
  • Analyze, counsel, and recommend coverages to address coverage gaps and identify cross-selling opportunities.
  • Provide quotes and market proposals on coverages based on thorough discovery and needs analysis, and complete applications in accordance with carrier guidelines and timelines.
  • 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 judgment, 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.

Requirements:
  • 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 We Offer:
  • 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.

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