High-Net-Worth Client Advisor in Toronto (Ontario)

High-Net-Worth Client Advisor in Toronto (Ontario)

18 Aug
|
Marsh Risk
|
Ontario

18 Aug

Marsh Risk

Ontario

Join Marsh as a Senior Client Advisor specializing in High-Net-Worth clients, based in Toronto. This hybrid position offers flexibility and collaboration within an experienced insurance team.

As part of the Account Management team, your expertise will be vital in servicing personal lines for affluent clients. Focus on client engagement, recommendations, and fostering robust relationships while ensuring compliance with industry standards. Engage in ongoing training and development to stay at the forefront of the industry.

Key Responsibilities:
• Address client inquiries professionally and timely
• Recommend coverages based on client analysis
• Prepare market proposals and applications
• Perform annual renewal processes with clients
• Provide claims assistance and education

Requirements:
• RIBO license required
• 7-10 years in Personal Lines, 5+ in High-Net-Worth
• Experience with Broker Management Systems
• Strong negotiation and interpersonal skills
• Proven ability to manage multiple priorities

Bring your extensive knowledge and commitment to excellence to the Senior Client Advisor role at Marsh in Toronto.
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📌 High-Net-Worth Client Advisor in Toronto (Ontario)
🏢 Marsh Risk
📍 Ontario

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