Senior Client Advisor - Personal Lines

Senior Client Advisor – Personal Lines

Location:

Toronto, Canada (Hybrid – office 3 days per week)

Role

Summary:

Join Marsh’s Account Management team to provide high‑net‑worth personal lines solutions, working closely with clients, carriers, and internal stakeholders.

• Respond to client requests and inquiries across multiple channels in a prompt, professional manner.
• Analyze, counsel, and recommend coverages, identify gaps, and cross‑sell opportunities.
• Provide quotes and market proposals, prepare applications, and submit in accordance with carrier guidelines and timelines.
• Lead annual renewal reviews and maintain client coverage and pricing requirements.
• Obtain and submit claims information empathetically, providing claims education to clients.
• Pursue new business opportunities, write profitable business, and monitor profitability forward.
• Maintain broker management system accuracy, entering and updating client account information, collecting receivables.
• Build and maintain referral relationships internally and externally.
• Demonstrate personal credibility, accountability, integrity.
• Complete mandatory training for compliance, service, product, systems, and processes.
• Maintain annual insurance license requirements and continuing education.
• Set and pursue high standards for goals to achieve top‑quality results.
• Apply sound judgment, strategic thinking, and strong problem‑solving skills.

• RIBO (Ontario) license.
• 7–10 years in personal lines, 5+ in high‑net‑worth segment.
• Proficiency with Applied Epic or similar broker management system.
• Excellent interpersonal, presentation, communication (oral & written), and negotiation skills.
• Strong organization and time‑management with attention to detail.
• Confidence dealing with high‑level executives and responding with urgency.

• Positive, motivating team player with strong work ethic.
• 10+ years managing high‑net‑worth client risk profiles.
• College/University degree.
• Entrepreneurial spirit with track record of prospecting and new client acquisition.
• Broad insurance knowledge across asset classes.
• Proficiency with Microsoft 365 (Word, Outlook, Excel, PowerPoint, One Drive, Teams).
• Interest in CAIB, CIP, CRM designations.
• Willingness to obtain licenses in other Canadian provinces.

• Competitive total rewards package: health & welfare benefits, tuition assistance, retirement plans, employee assistance programs.
• Base salary range: $83,800 to $133,800 (plus performance‑based incentives).

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 identity 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 will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request. If you require a specific accommodation because of a disability or medical need, please contact reaso
.

Marsh is committed to hybrid work, requiring employees to be in their local office or working onsite with clients at least three days per week. Anchor days are identified by the team to maximize collaboration.

Replacement role.