Personal Lines, Insurance Account Advisor (Service)

NACBA; Canada; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking a Personal Lines Insurance Account Advisor in Kitchener. The role involves assisting clients with their insurance needs, analyzing coverage, and providing quotations. Ideal candidates have at least 1 year of experience in personal lines insurance and strong customer service skills. The position offers a hybrid working model and the flexibility to work remotely while in the office at least three days a week.

Benefits

Professional development opportunities

Inclusive work culture

Supportive leadership

Qualifications

• 1+ years of work experience in personal lines insurance or willingness to learn.
• RIBO license preferred but not required.
• Ability to work late shift rotation once per week.

Responsibilities

• Respond to client requests promptly and professionally.
• Analyze and recommend insurance coverage.
• Complete annual renewal reviews for clients.

Skills

Customer service

Insurance knowledge

Communication

Education

College/university degree

Tools

Broker Management System (TAM, 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 highspeed 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. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. 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. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.