Personal Lines Insurance Advisor
Marsh is a global leader in risk, reinsurance, and capital management, and they are seeking a Personal Lines Insurance Advisor. In this hybrid role, the advisor will provide expert guidance on risk management solutions to clients, respond to inquiries, analyze coverages, and maintain client relationships.
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 work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office
Company Overview
Company H1B Sponsorship