Job Description

We are seeking a talented individual to join our High Net Worth Private Client Services team at Marsh

.

This role will be based in Toronto and is a hybrid role that has a requirement of working at least three days a week in the office.


As the

Senior

Client Advisor

, you will be joining a positive, dynamic, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh's Private Client Services. We are a National team across Vancouver, Calgary, Toronto, and Montreal, consisting of Client Advisors, Client Representatives, and leadership. In the first few months, you will have the opportunity to become acquainted with your team, clients, Marsh's culture, processes, and training, enabling you to excel in your role.

We will count on you to:

Use significant risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience; cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines. Work to retain and collaborates with other Account Management colleagues on generating new business. Work with other Account Management colleagues to execute on the growth and retention strategy and works to meet sales goals. Manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Serve as a client contact responds to more difficult client needs and questions to improve the client experience. Cultivate a comprehensive and robust understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients. Establish and maintain strong, productive, and ongoing referral relationships both internally and externally as well as with all colleagues, clients, centers of influence and carrier partners Proven personal credibility, accountability and act with integrity and reputation. Exercise sound judgement, strategic thinking and strong problem-solving skills to deliver effective solutions Participate in all mandatory training to ensure all regulatory requirements are met and compliant with best practices, professional standards, and internal policies and procedures

What you need to have:

10+ years of experience in Personal Lines 10+ years of client facing experience with significant exposure and knowledge of the high-net-worth client & carriers RIBO license or ability to obtain one in 3 months, as well as other provincial licenses as required Strong insurance knowledge across all asset classes on various topics but not limited to underwriting, pricing, claims, and cross border exposures Positivity combined with a sense of urgency and attention to detail managing deadlines and competing requests; self-starter! Proficient in MS Office such as Word, Outlook, Teams, Excel & PowerPoint

What makes you stand out?

College/university degree Strong entrepreneurial spirit with a proven track record of rounding out accounts, prospecting, and successfully signing new clients Familiar with broker management systems (Epic preferred) Interest in pursuing a CAIB and/or CIP or working towards

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 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, 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 reasonableaccommodations@mmc.com.



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.