High Net Worth Personal Lines Associate Account Advisor

High Net Worth Personal Lines Associate Account Advisor

We are seeking a talented individual to join our Personal Lines team at Marsh. This role will be based in Toronto. This is a hybrid role that requires working at least three days a week in the office.

You will be joining a dynamic team of insurance professionals who focus on High-Net-Worth personal lines risks within Marsh’s Private Client Services division in Toronto. We offer a fast-paced, high-volume, friendly team environment. You are organized and have exceptional multi-tasking abilities. During the initial months, you will learn our internal processes, Marsh Compliance and Transparency, Service Standards, as well as the fundamentals of the Associate Account Advisor role. Additionally, you will complete training on the full use of our Applied System, Epic.

Responsibilities

• Collaborate with and support a nationwide team of Account Advisors to deliver exceptional service that aligns with our service standard requirements.


• Prepare templated market quote proposals, and renewal summaries for our high-net-worth clients, including managing client SharePoint sites.


• Review insurance policies for accuracy, identify coverage gaps, and prepare transmittal emails and including policy documents for advisors.


• Manage correspondence, and oversee new business and renewal reports, and occasionally obtaining quotes for remarkets, and other carrier submissions.


• Enter transaction data and coordinate with the accounting team to address any questions or concerns that may arise on behalf of client advisors.


• Perform various administrative tasks, including overseeing the HNW general email inboxes, as well as handling scanned mail documents within Epic BMS


• Demonstrate understanding and adherence to Marsh’s Compliance, Transparency, and Service Standards, as well as industry regulations.


• Assist with coverage inquiries for client advisors, including addressing occasional client-facing needs as necessary.

What you need to have

• Post-secondary education or equivalent work experience, with a minimum of two to five years’ industry-related work experience; or an equivalent combination of skills and experience.


• Previous experience in customer service.


• Currently holds appropriate broker’s license for the Province of Ontario (RIBO) or able to obtain the RIBO licensing within 3 months.


• Strong proficiency with Outlook and MS Office Suite (Excel, Word, PowerPoint).


• Strong verbal and written communication skills in English.


• Results oriented with a strong customer service focus.


• Detail-oriented with a focus on accuracy and quality.

What makes you stand out

• Experience using Applied Agency Manager (EPIC) is an asset.


• Previous partnerships with High-Net-Worth Insurance companies.


• Exceptional Multi-Tasking and Organizational skills.


• Ability to work independently and within a team-based environment.


• Demonstrates strong team collaboration which includes adaptability and willingness to support team needs.


• Experience with AI tools.


• Ability to work in a fast-paced, dynamic environment with changing priorities.

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 on 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 a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We 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. In accordance with the Accessibility for Ontarians with Disabilities Act, Marsh McLennan will provide reasonable accommodation to employees and prospective employees upon request. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@mmc.com.

Marsh McLennan supports 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.

Job details

• Seniority level: Not Applicable


• Employment type: Full-time


• Job function: Other


• Industries: Insurance and Business Consulting and Services

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