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TD Insurance Group Manager, Private Client Advice
TD
Markham, ON · Toronto, ON
Full-time
7+ years of insurance experience, preferably supporting High Net Worth or Private Client area as an Underwriter, Broker, or Account Manager.
Client Manager, Private Client Concierge Group
NFP, an Aon company (Canada)
Newmarket, ON
Full-time
We’re looking for an experienced Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our Concierge clients about their personal…
Client Manager, Private Client Concierge Group
NFP Corp
Newmarket, ON
Full-time
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Private Client Account Manager – Personal Lines Insurance
JobsMedia.io
Toronto, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private…
Private Client Services Account Manager (Personal Insurance)
KRGinsure
Toronto, ON
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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…
Account Manager, Private Client Solutions
Gallagher
Markham, ON · Mississauga, ON
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TD Insurance Private Client Advice Intern/Co-op (Winter 2027)
TD
Toronto, ON
Full-time
Opportunity: This is a unique opportunity for a strategic, curious and business-minded student to contribute to TD Insurance’s Private Client Advice business, supporting growth initiatives…
TD Insurance Private Client Advice Intern/Co-op (Winter 2027)
TD
Toronto, ON
Full-time
Opportunity: This is a unique opportunity for a strategic, curious and business-minded student to contribute to TD Insurance’s Private Client Advice business, supporting growth initiatives…
Private Client Services (PCS), Account Manager
KRGinsure (Kitchener) a div. of RRJ Insurance Group Ltd
Toronto, ON
Full-time
Director, Commercial InsurancePrivate Client Services (PCS), Account ManagerCLSU ManagerSenior Commercial Lines CSRSME Commercial Team LeadCommercial Risk Placement BrokerPersonal Lines…
Insurance Advisor, Personal Insurance
HUB International
Aldergrove, BC
Full-time
We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines,…
Senior Client Manager, Institutional and Intermediary Sales, Private Markets
Fiera Capital
Toronto, Ontario · Montreal, Quebec
Full-time
Reporting into the Head of Private Markets Sales, Canada, the Senior Client Manager, Institutional and Intermediary Sales, will play a crucial role driving business development efforts for…
Client Portfolio Manager
RPIA
Toronto, Ontario
Full-time
As a Client Portfolio Manager (CPM), you will serve as a key investment liaison across RPIA’s client base, supporting engagement across institutional, retail, and private wealth channels.…
External Audit Senior Manager - Insurance
PwC UK
London, ON
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As a Senior Manager, you’ll lead a team of forward-thinking individuals to deliver high quality audits. You’ll be responsible, alongside the audit engagement leader, to develop and nurture…
External Audit Senior Manager - Insurance
Pwc UK
London, ON
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As a Senior Manager, you’ll lead a team of forward-thinking individuals to deliver high quality audits. You’ll be responsible, alongside the audit engagement leader, to develop and nurture…
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…
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…
Senior Client Advisor - Personal Lines
Marsh McLennan
Remote, Canada
Full-time · Remote
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…
Insurance Tax Manager, Financial Services
Pwc UK
London, ON
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We have an exciting opportunity for a Manager to join our growing team, delivering a wide range of tax services to clients across the insurance market in a collaborative environment.
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Cardinal Point Wealth Management, ULC
Calgary, AB
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Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the…
Oliver Wyman -Commercial Effectiveness and Private Capital Associate/Engagement Manager-Toronto
Marsh McLennan
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Private Capital x Commercial Effectiveness – Associate/Engagement Manager-Toronto
Team Lead – Personal Lines
Impact Recruitment
Markham, ON
Full-time
This is a unique opportunity combining team leadership, business development, Group insurance, and Private Client support. You’ll lead a team of experienced Personal Lines Account…
Senior Manager, Consulting Financial Services, Insurance
PwC Canada
Toronto, ON
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As a Senior Manager, Consulting Financial Services, Insurance, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include,…
Audit Manager, Global Wealth Management & Insurance
Scotiabank
Toronto, ON
Business line knowledge/experience relating to Brokerages, Trust, Private Banking, Portfolio Management, Wealth Operations and Insurance, including regulatory compliance, risk management,…
US Tax Manager
Moodys Private Client
Calgary, AB
Full-time
Prepare and review of US personal tax returns, including Forms 1040, and 1040NR.
US Senior Tax Associate
Moodys Private Client
Calgary, AB
Full-time
Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private…

Marsh

Senior Client Advisor - Personal Lines

Montreal, QC, H3B 2B5, Canada

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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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.

Experience

5 to 10 years

Education

bachelor degree

Working hours

40 hours per week

Job type

Other

Work arrangement

Hybrid

Days in the office

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

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 [email protected]

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.

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