Senior Personal Lines Advisor – High Net Worth (Hybrid)

Marsh; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive culture

Comprehensive benefits package

Job summary

A leading insurance broker in Montreal is seeking a Senior Account Advisor for Personal Lines. This hybrid role requires at least three days a week in the office. The ideal candidate is bilingual, possesses a strong background in personal lines, and has excellent interpersonal skills. Responsibilities include client interaction, coverage analysis, and renewal reviews. Join a dynamic team and enjoy a positive work environment with ongoing professional development opportunities.

Qualifications

• AMF licensed in Quebec or other provinces.
• Must be fully bilingual and fluent in both English and French.
• 5-10+ years experience in Personal Lines.
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Respond to client requests in a professional manner.
• Analyze and recommend coverages for clients.
• Provide quotations and prepare client applications.
• Engage in annual renewal reviews for clients.
• Submit claims accurately and educate clients.

Skills

Bilingual (English and French)

Strong organizational skills

Interpersonal skills

Negotiation skills

Problem-solving skills

Education

AMF licensed in Quebec or other provinces

College/University degree

Tools

The Agency Manager (TAM/EPIC)

MS Office products

Job description

A leading insurance broker in Montreal is seeking a Senior Account Advisor for Personal Lines. This hybrid role requires at least three days a week in the office. The ideal candidate is bilingual, possesses a strong background in personal lines, and has excellent interpersonal skills. Responsibilities include client interaction, coverage analysis, and renewal reviews. Join a dynamic team and enjoy a positive work environment with ongoing professional development opportunities.