Personal Lines Insurance Advisor

Posted 7 Hours Ago
Be an Early Applicant
7 Locations
In-Office
55K-109K Annually
Junior
Fintech • HR Tech • Insurance • Consulting
The Role
Advise clients on personal lines insurance: analyze exposures, recommend coverages, prepare quotes/applications, manage renewals, obtain and submit claims information, re-underwrite files, and respond to client inquiries across channels.
Summary Generated by Built In
Company:Marsh

Description:

Marsh is looking for a Personal Lines Insurance Advisor in any of its offices in Canada.

 

This is a hybrid role that requires being in the office three days a week.

 

As a Personal Lines Insurance Advisor, you will gain subject matter expertise in specific risk exposures and/or sales areas to expand your knowledge base and better serve clients. You will assist in advising clients on risk management solutions that align with their strategic priorities and risk exposures, cultivate relationships with team members to better meet client needs, and attend, and occasionally contribute to, internal strategy meetings to better understand company strategy and serve clients.

The applicable base salary range for this role is $54,900 to $108,700.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

We will count on you to:

·         Respond to client requests and inquiries across a number of channels in a prompt and professional manner and process timely and accurate completion and/or submission of client requests in accordance with carrier guidelines.

·         Analyze, counsel and recommend coverages, identify and fill coverage gaps, identify cross sell opportunities etc.

·         Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications and submit in accordance with carrier guidelines and timelines.

·         Complete annual renewal reviews to ensure client needs from coverage and pricing perspective are maintained.

·         Obtain claims information in an empathetic, accurate and delicate manner and submit to the carrier in a timely manner.

·         Re-underwrite files to ensure policy information and documentation remains 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!

·         College/university degrees are considered an asset.

·         1+ years’ 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 shift with the ability to graduate to an earlier shift as business needs shift. Note: all employees are required to participate in the late shift rotation once per week. (12-7pm).

·         Home office space with reliable high-speed internet.

 

What makes you stand out:

·         Experience working in a service center environment.

·         Previous customer service experience.

·         Experience with a Broker Management System, preferable TAM or Epic.

·         Working towards the completion of CAIB and/or CIP is considered an asset.

 

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 well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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 applicable legislation, Marsh 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 [email protected].

Marsh 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 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.

Skills Required

  • RIBO license
  • College or university degree (asset)
  • 1+ years' work experience in personal lines insurance OR new to the industry welcome
  • Hybrid work: in-office at least three days per week
  • Ability to work 10:00-18:00 shift and participate in weekly late shift rotation (12:00-19:00)
  • Home office with reliable high-speed internet
  • Experience with a Broker Management System (preferably TAM or Epic)
  • Experience working in a service center environment
  • Previous customer service experience
  • Working towards CAIB and/or CIP considered an asset

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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