Personal Lines Insurance Advisor

Marsh Risk is a global leader in risk, reinsurance, and capital management consulting, seeking a Personal Lines Insurance Advisor. The role involves advising clients on risk management solutions, cultivating relationships, and contributing to internal strategy meetings while ensuring timely and accurate client service.

Responsibilities

• 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

Skills

• RIBO licensed preferred. If you do not have your license, that's okay, we will be happy to sponsor you!
• 1+ years' work experience in personal lines insurance or if you are new to the industry, you are welcome to apply
• Home office space with reliable high-speed internet
• 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)
• College/university degrees are considered an asset
• 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

Benefits

• Performance-based incentives
• Health and welfare benefits
• Tuition assistance
• Retirement programs
• Employee assistance programs
• Hybrid role that requires being in the office three days a week
• Professional development opportunities
• Flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office
• 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

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