Senior Personal Lines Advisor – High Net Worth (Hybrid, Montreal)

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

Job summary

A leading global insurance firm in Montreal seeks a Senior Account Advisor to join their Account Management team. This hybrid role emphasizes building strong relationships and providing exceptional client service in the high net worth personal lines segment. Ideal candidates have extensive experience, are bilingual in English and French, and possess strong problem-solving and organizational skills. The company values professional development and offers a vibrant work culture.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Flexible work arrangements

Qualifications

• 5-10 years experience in Personal Lines and client-facing roles.
• Strong insurance knowledge across all asset classes.
• Experience with high net worth clients and carriers.

Responsibilities

• Respond to client requests promptly and professionally.
• Analyze and recommend coverage to clients.
• Engage in annual renewal reviews with clients.
• Utilize broker management system effectively.

Skills

Bilingual in English and French

Interpersonal skills

Time management skills

Problem-solving skills

Attention to detail

Education

AMF licensed in Quebec

College / University degree

Tools

The Agency Manager (TAM / EPIC)

MS Office products

Job description

A leading global insurance firm in Montreal seeks a Senior Account Advisor to join their Account Management team. This hybrid role emphasizes building strong relationships and providing exceptional client service in the high net worth personal lines segment. Ideal candidates have extensive experience, are bilingual in English and French, and possess strong problem-solving and organizational skills. The company values professional development and offers a vibrant work culture.