HNW Personal Lines Associate & Client Services Pro

Marsh; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive and vibrant work culture

Flexible work arrangements

Job summary

A leading insurance firm in Toronto seeks a High Net Worth Personal Lines Associate Account Advisor. The role requires two to five years in the industry, proficiency in MS Office, and customer service skills. You will prepare market proposals and manage client correspondence in a hybrid work setting. Training and professional development opportunities are provided, fostering a collaborative team culture.

Qualifications

• Minimum of two to five years’ industry-related work experience.
• Strong proficiency with Outlook and MS Office Suite.
• Ability to obtain broker’s license for Ontario (RIBO) within 3 months.

Responsibilities

• Collaborate with a nationwide team of Account Advisors.
• Prepare market quote proposals and renewal summaries.
• Review insurance policies for accuracy.

Skills

Customer service

Multi-tasking

Detail-oriented

Communication

Education

Post-secondary education or equivalent work experience

Minimum 2-5 years industry-related experience

Tools

MS Office Suite (Excel, Word, PowerPoint)

Applied Agency Manager (EPIC)

Job description

A leading insurance firm in Toronto seeks a High Net Worth Personal Lines Associate Account Advisor. The role requires two to five years in the industry, proficiency in MS Office, and customer service skills. You will prepare market proposals and manage client correspondence in a hybrid work setting. Training and professional development opportunities are provided, fostering a collaborative team culture.