High Net Worth Private Client Services Advisor

4 weeks ago

Toronto, Ontario, Canada CA001 Marsh Canada Limited Full time

About the Role:

We are seeking a highly skilled Client Advisor to join our team in High Net Worth Private Client Services. As a Client Advisor, you will be responsible for providing exceptional service to our high net worth clients, identifying opportunities to grow their business, and developing strategic relationships with key stakeholders.

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

About Us:

Marsh McLennan is a global professional services firm that helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman. With annual revenue of $23 billion, Marsh McLennan is a business of (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy, and people. We are committed to embracing a diverse, inclusive, and flexible work environment and 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.

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