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Added 2 months ago
SS
Alternative Ops Transfer Agency, Senior Associate
State Street
Toronto, ON
- Full-time
You will be responsible for the oversight of the Transfer Agency client service team (Associates and Senior Associates), management of the client relationships and acting as a point of…
Added 3 months ago
K(
Private Client Services (PCS), Account Manager
KRGinsure (Kitchener) a div. of RRJ Insurance Group Ltd
Toronto, ON
- Full-time
The Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and…
Added 2 months ago
PC
Transaction Services Senior Manager – Financial Services, (Bilingual FR/EN)
Pwc Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the…
Added 2 months ago
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Associate - Client Relations
RPIA
Toronto, ON
- Full-time
As an Associate in the Client Relations, you will be responsible for providing high-quality operational and administrative support to the Client Relations team, ensuring accuracy,…
Added 3 months ago
AC
Geotechnical Engineer/Project Manager
AllRock Consulting Limited
ON · Vaughan, Ontario
- Full-time
License, insurance and a personal vehicle is required.
Added 3 months ago
AC
Geotechnical Engineer/Project Manager
AllRock Consulting Limited
Ottawa, ON
- Full-time
License, insurance and a personal vehicle is required.
Added 3 months ago
HI
Insurance Advisor, Community Branch Network
HUB International
Fort Langley, BC
- Part-time
Must have use of own personal vehicle to travel to dealership locations (mileage reimbursement provided)
Added 3 months ago
AC
Building Science Project Manager/Technician
AllRock Consulting Limited
ON · Vaughan, Ontario
- Full-time
License, insurance and a personal vehicle is required.
Added 3 months ago
GG
Personal Trainer
Gold's Gym - British Columbia
Langley (District), BC · Langley, BC
- $35 to $45 CAD / hour
- Part-time
Must have be available 1 weekend day
Added 3 months ago
AR
Manager, Tax
Aptos Retail
Montreal, QC · CA Montreal Office
- Full-time
…our purpose: to make a difference for every colleague, every client, every…
Added 3 months ago
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Fire Investigator
Sedgwick
Winnipeg, MB · CAN-Winnipeg
- Full-time
…firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and…
Added 3 months ago
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Forensic Structural Engineer
Sedgwick
Winnipeg, MB · CAN-Winnipeg
- Full-time
…firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and…
Added 3 months ago
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Project Manager - Packaging Automation
ProMach
Oakville, ON
- Full-time
Build Your Career as Project Engineering Manager in a Growing Company
Added 4 months ago
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Structures Design Manager, for COWI in North America
COWI
North Vancouver, British Columbia
- Full-time
…near Vancouver, BC. The ideal candidate will be the Design Manager for the cut and cover tunnels and industrial structures packages. In this role, the Design Manager will support the FRTP…
Added 4 months ago
RA
Associate Vice President, Infrastructure
R.V. Anderson Associates Limited
Canada
- Full-time
…and develop models to determine sound solutions for various private and municipal projects and…
Added 4 months ago
NS
Account Manager (Infuencer)
North Strategic
Toronto, Ontario
- $68,000 to $75,000 CAD / year
- Full-time
As part of North Strategic and Publicis Groupe Canada's growing Influencer practice, we’re hiring an Account Manager, Influencer. Your job is to partner with clients to relentlessly pursue…
Added 2 months ago
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Senior Client Advisor - Personal Lines
Marsh
Montreal, QC
- Other
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…
Added 3 months ago
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Transaction Services Senior Manager – Financial Services, (Bilingual FR/EN)
PwC
Toronto, ON · Montreal, QC · Vancouver, BC
- Full-time
…diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the…
Added 4 months ago
BC
NetSuite Delivery Manager (Canada)
Bridgepoint Consulting
Remote, Canada
- $150,000 to $270,000 CAD / year
- Full-time
- Remote
We are seeking a NetSuite Delivery Manager with consulting experience and/or strong industry knowledge to manage strategic NetSuite implementations for high-growth companies across a…
Added 3 months ago
AC
Service Delivery Manager
ArcLight Consulting
Remote, Canada
- $152,000 to $200,000 CAD / year
- Full-time
- Remote
We are seeking a strategic-minded Service Delivery Manager to join our Customer Success team, delivering managed services to Oracle Cloud clients, and reporting to the Senior Manager of…
Added 2 months ago
Manager, Corporate and Operational Strategy: Financial Services (Toronto)
EY
Toronto, ON
…on a variety of global and local corporate, government, and private equity clients. You'll have a diverse range of stretching experiences which will give you continuous learning and…
Added 2 months ago
Senior Manager, Tax, Product & Planning - Scotiatrust
Scotiabank
Toronto, ON
The ideal candidate must have the following:
Added 2 months ago
Senior Manager, Corporate and Operational Strategy: Financial Services (Toronto)
EY
Toronto, ON
…on a variety of global and local corporate, government, and private equity clients. You'll have a diverse range of stretching experiences which will give you continuous learning and…
Added 2 months ago
Senior Manager, Insurance Sales Support - Central
Scotiabank
Toronto, ON
The Senior Manager is responsible for contributing to the overall success of the Insurance business by providing strategic leadership and oversight of a regional team of Insurance Sales…
Added 3 months ago
R
Investment Advisor
RBC
Burlington, ON
- Full-time
Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial…

Marsh

Senior Client Advisor - Personal Lines

Montreal, QC, H3B 2B5, Canada

Apply on careers.marsh.com About employer

Applications open in a new tab.

Job details

Experience: 5-10+ year’s experience in Personal Lines, to include client facing experience and exposure to high net worth clients & carriers
Posting language: English
Posted: Aug 21, 2026

Original job description

We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines. This role will be based in Montreal. 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. In the first few months, you will get to know your team, the clients that you will be servicing and the Marsh culture as well as being acquainted and registered for all relevant Marsh Benefits. 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.

We will count on you to:

•   Respond to client requests and inquiries across a number of channels in a prompt and professional manner and ensure timely and accurate completion and/or submission of client requests in accordance with carrier guidelines.
•   Analyze, counsel and recommend coverages, identify and fill coverage gaps, identify cross sell opportunities etc.
•   Provide quotations and market proposals to explain and select coverages based on a thorough discovery and needs analysis and prepare applications and submit in accordance with carrier guidelines and timelines
•   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
•   Establish & maintain strong, productive and ongoing referral relationships both internally & externally as well as with all clients, centers of influence and carrier partners
•   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.
•   Fill all annual insurance licensing requirements and obtain courses and track all necessary hours to keep licenses current and in good standing at all times
•   Set & strive to reach high standards for goals that result in top quality results
•   Exercise sound judgement, strategic thinking, be solution driven and possess strong problem solving skills

What you need to have:

•   AMF licensed in Quebec or other provinces
•   Must be fully bilingual and fluent in both English and French
•   A positive attitude with excellent interpersonal, presentation, communication (oral & written) and negotiation skills
•   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.

What makes you stand out?

A positive & motivating team player with a strong work ethic and an unwavering commitment to delivering professionalism and expertise to our clients and colleagues alike

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

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 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 well-being.

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. For more information, visit marsh.com, or follow us on LinkedIn and X.

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. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact reasonableaccommodations@marsh.com

Marsh 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 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.

Apply on careers.marsh.com About employer

More about this job

Responsibilities

Manage a portfolio of high net worth personal lines clients by analyzing coverage gaps and conducting annual renewal reviews. Act as a primary point of contact for client inquiries, claims submissions, and the acquisition of new profitable business.

Requirements

Candidates must be AMF licensed in Quebec and fully bilingual in English and French. Preferred qualifications include 5-10+ years of experience in personal lines insurance and proficiency in TAM/EPIC systems.

Skills

Personal Lines Insurance
High Net Worth Client Management
AMF Licensing
Bilingual English and French
Underwriting
Claims Management
Needs Analysis
Broker Management Systems
Negotiation
Risk Analysis
Cross Selling

Benefits

Professional Development
Health and Well-being Rewards

Visa sponsorship

Not detected in the job text

Keywords

AMF License
RIBO License
Personal Lines
High Net Worth
The Agency Manager
TAM
EPIC
Broker Management System
MS Office
Underwriting
Insurance Claims
Risk Management
Private Client Services
Quebec Insurance
Cross Border Exposures

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Jobs in Canada