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Added 7 mins ago
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
Internship
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Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
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Internship
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Added 11 hours ago
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
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Added 11 hours ago
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
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Marsh

Senior Client Advisor - Personal Lines (m/f/x)

Toronto, ON, Canada

Pay: The applicable base salary range for this role is $83,800 to $133,800.
Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

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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 Toronto.

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. The Toronto team is comprised of 15 colleagues including Client Advisors, Client Representatives, and Leadership. Nationally the High-Net-Worth segment consists of approximately 30 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:

RIBO (Ontario) license
7-10 years experience in Personal Lines industry, with 5+ being within the High-Net-Worth client/market segment
Proficiency in Applied Epic or similar Broker Management System
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 with a client service focus
Confidence and comfort dealing with successful & accomplished individuals and high-level executives and understanding the importance of responding 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
10+ year’s experience with High-Net-Worth clients and markets, managing and placing more complex risk profiles
College/University degree
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 Microsoft 365 products such as Word, Outlook, Excel, PowerPoint, OneDrive, Teams
Interest in pursuing CAIB, CIP, CRM designations
Willing to obtain licenses in other Canadian Provinces if required

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 the Accessibility for Ontarians with Disabilities Act, 2005, 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.

The applicable base salary range for this role is $83,800 to $133,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

This is a Replacement position.

R_366534

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More about this job

Responsibilities

Advise high-net-worth personal lines clients on coverage, identify coverage gaps and cross-selling opportunities, prepare quotations and applications, and manage renewals and claims. Develop new business and referral relationships, maintain accurate account records, collect receivables, and meet licensing, compliance, and service standards.

Requirements

Requires an active Ontario RIBO license, 7–10 years of personal lines experience including at least five years serving high-net-worth clients, and proficiency with Applied Epic or a similar broker management system. Candidates should bring strong client service, communication, negotiation, organizational, and problem-solving skills; a college or university degree and 10+ years of high-net-worth experience are additional assets.

Skills

Personal Lines Insurance
High-Net-Worth Client Service
Coverage Analysis
Insurance Quoting and Proposals
Renewal Reviews
Claims Support
New Business Development
Account Management
Broker Management Systems
Applied Epic
Microsoft 365
Negotiation
Communication
Organization and Time Management
Risk Assessment

Benefits

Health and Welfare Benefits
Tuition Assistance
Retirement Programs
Employee Assistance Programs
Performance-Based Incentives

Visa sponsorship

Not detected in the job text

Keywords

Personal Lines
High-Net-Worth
Private Client Services
RIBO License
Applied Epic
Broker Management System
Microsoft 365
Insurance Coverage
Coverage Gaps
Cross-Selling
Quotations
Market Proposals
Needs Analysis
Policy Applications
Renewals
Claims
Risk Profiles
Underwriting
Pricing
Cross-Border Exposures
New Business Development
Account Management
Referral Relationships
Accounts Receivable
Insurance Compliance
CAIB
CIP
CRM

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