Personal Lines, Insurance Account Advisor

National African-American Insurance Association (NAAIA); Canada; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Insurance Account Advisor to join their Personal Lines Team. This hybrid role offers the opportunity to work both remotely and in the office, allowing for flexibility while ensuring clients receive top-notch service. You will be pivotal in assisting clients with their insurance needs, analyzing coverage gaps, and providing tailored solutions. The company values professional development and fosters an inclusive culture, making it a great place for those passionate about making a difference in the insurance field. Join a team that supports your growth and empowers you to excel in your career.

Benefits

Professional Development Opportunities

Inclusive Work Culture

Flexible Work Environment

Qualifications

• 1+ years of experience in personal lines insurance preferred.
• RIBO licensed preferred, sponsorship available for new candidates.

Responsibilities

• Respond to client inquiries promptly and professionally.
• Analyze and recommend insurance coverages to clients.

Skills

Customer Service

Insurance Knowledge

Communication Skills

Analytical Skills

Education

College/University Degree

Tools

Broker Management System (TAM or Epic)

Job description

We are seeking a talented individual to join our Personal Lines Team at Marsh. This role will be based in our Kitchener office. This is a hybrid role that has a requirement of working at least three days a week in the office. The Personal Lines, Insurance Account Advisor (Service) will play a key role in assisting clients with their insurance needs and ensuring their assets are protected.

We will count on you to:

• Respond to client requests and inquiries across various channels in a prompt and professional manner, ensuring timely and accurate completion of client requests in accordance with carrier guidelines.
• Analyze, counsel, and recommend coverages, identify and fill coverage gaps, and recognize cross sell opportunities.
• Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications, and submit them in accordance with carrier guidelines and timelines.
• Complete annual renewal reviews to maintain client needs from both coverage and pricing perspectives.
• Obtain claims information in an empathetic and accurate manner, submitting it to the carrier in a timely fashion.
• Underwrite files to ensure policy information and documentation remain up to date.

What you need to have:

• RIBO licensed preferred. If you do not have your license, that's okay; we will be happy to sponsor you!
• 1+ years of work experience in personal lines insurance, or if you are new to the industry, you are welcome to apply.
• Position starts on the 10-6 pm shift with the ability to graduate to an earlier shift as business needs shift. Note: all colleagues are required to participate in the late shift rotation once per week (12-7 pm).
• Home office space with reliable high-speed internet.

What makes you stand out:

• Experience working in a service center environment.
• Previous customer service experience.
• College/university degree considered an asset.
• Experience with a Broker Management System, preferably TAM or Epic.

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 an 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 wellbeing.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan 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 McLennan 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 [e-mail].

Marsh McLennan 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 McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.