We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines . This is a hybrid role that has a requirement of working at least three days a week in the office. You will be joining a positive, dynamic, experienced, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh's Private Client Services.

In Montreal, there is a team of 6 colleagues including Client Advisors, Client Representatives, and leadership. Nationally the High Net Worth segment consists of approximately 40 colleagues with offices in Vancouver, Calgary, Toronto & Montreal. You will also learn about Marsh processes, workflows, service standards, best practices and compliance and complete all required training courses and modules as they relate.

You will also shadow some of your colleagues in the same role and we will arrange for product & portal training with all carriers as needed in addition to ensuring proficiency with our Broker Management System and MS Office applications. Proactively engage and complete annual renewal reviews to ensure clients ever changing needs from a coverage and pricing perspective are maintained either over the phone or in person visits whenever required Obtain claims information in an empathetic, accurate and delicate manner and submit to the carrier 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 in an accurate and timely manner to enter and maintain all prospect & client account information and ensure accounts receivables are always collected and current Proven personal credibility, accountability and acts with integrity and reputation Attend and participate in all mandatory training for compliance, service, product, systems & processes to ensure all regulatory requirements are met and complies with all best practices, professional standards, internal policies, and procedures.

Set & strive to reach high standards for goals that result in top quality results AMF licensed in Quebec or other provinces Must be fully bilingual and fluent in both English and French Strong organizational & time management skills with a great attention to detail and a proven ability to manage multiple priorities, deliver timely and accurate work products with a client service focus, a comfort dealing with successful & accomplished individuals and high level executives and respond with a sense of urgency as required. RIBO license an asset ~5-10+ year's experience in Personal Lines, to include client facing experience and exposure to high net worth clients & carriers ~ College/University degree an asset ~ Strong entrepreneurial spirit with a proven track record of rounding out accounts, prospecting and successfully signing new clients ~ Strong insurance knowledge across all asset classes which enables wholesome discussions on various topics such as underwriting, pricing, claims, cross border exposures to name a few ~ Proficiency in The Agency Manager (TAM/EPIC)



Broker Management Systems as well as MS Office products such as Word, Outlook and Excel We help you be your best through career 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 impact for colleagues, clients and communities.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. Marsh 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. If you require a specific accommodation because of a disability or medical need please contact [email protected] is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development advantages of working together in the office. All Marsh 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. #

📌 Senior Advisor, Supervision- Remote (Montreal)
🏢 CIM
📍 Montreal