Senior Client Advisor - Personal Lines

About the role

Marsh is looking for a Senior Client Advisor for its Personal Lines team in Toronto, within the High-Net-Worth segment of its Private Client Services. The role is hybrid, with at least three days a week in the office, and joins a team of 15 insurance professionals. Onboarding includes learning Marsh processes, workflows, compliance and service standards, shadowing colleagues and completing product, portal and carrier training.

Key responsibilities

• Respond promptly and professionally to client requests and inquiries across channels, submitting them accurately according to carrier guidelines.
• Analyze, counsel and recommend coverages, fill coverage gaps and identify cross-sell opportunities.
• Provide quotations and market proposals, prepare and submit applications on time.
• Run annual renewal reviews by phone or in person to keep coverage and pricing aligned with client needs.
• Gather claims information empathetically and accurately, and educate clients on claims.
• Pursue new business and write profitable business, monitoring profitability.
• Maintain prospect and client accounts in the broker management system and keep accounts receivable current.
• Build and maintain strong referral relationships internally, externally and with carriers.
• Complete mandatory compliance, service, product and systems training, meet annual licensing requirements and keep licenses current.

Required profile

• RIBO (Ontario) license.
• 7-10 years of experience in Personal Lines, with 5+ years in the High-Net-Worth segment; 10+ years preferred.
• Excellent interpersonal, oral and written communication and negotiation skills.
• Strong organization, time management and attention to detail.
• Comfortable dealing with accomplished individuals and high-level executives.
• Interest in CAIB, CIP or CRM designations; willing to obtain licenses in other Canadian provinces if required.

Required skills

• Applied Epic or similar broker management system.
• Microsoft 365 (Word, Outlook, Excel, PowerPoint, OneDrive, Teams).

What we offer

• Base salary of $83,800 to $133,800, with possible performance-based incentives.
• Health and welfare benefits, tuition assistance, retirement programs and employee assistance programs.
• Professional development, a vibrant and inclusive culture and hybrid work arrangements.