Personal Lines, Insurance Account Advisor

4 days ago

Edmonton, Canada Marsh Full time

We are seeking a talented individual to join our Personal Lines Team at **Marsh**. This role will be based in our **Kitchener**, **Toronto**, and **Edmonton** offices. This is a hybrid role that has a requirement of working at least three days a week in the office. The Personal Lines, Insurance Account Advisor (Service) will play a key role in assisting clients with their insurance needs and ensuring their assets are protected.

**We will count on you to**:

- Respond to client requests and inquiries across various channels in a prompt and professional manner, ensuring timely and accurate completion of client requests in accordance with carrier guidelines.
- Analyze, counsel, and recommend coverages, identify and fill coverage gaps, and recognize cross sell opportunities.
- Complete annual renewal reviews to maintain client needs from both coverage and pricing perspectives.
- Obtain claims information in an empathetic and accurate manner, submitting it to the carrier in a timely fashion.
- Underwrite files to ensure policy information and documentation remain up to date.

**What you need to have**:

- RIBO licensed preferred. If you do not have your license, that’s okay; we will be happy to sponsor you
- 1+ years of work experience in personal lines insurance, or if you are new to the industry, you are welcome to apply.
- Position starts on the 10-6 pm shift with the ability to graduate to an earlier shift as business needs shift. Note: all colleagues are required to participate in the late shift rotation once per week (12-7 pm).
- Home office space with reliable highspeed internet.

**What makes you stand out**:

- Experience working in a service center environment.
- Previous customer service experience.
- College/university degree considered an asset.
- Experience with a Broker Management System, preferably TAM or Epic.

**Why join our team**:

- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your wellbeing.

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 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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