New Job Senior Account Advisor - High Net Worth In Alberta

Senior Account Advisor - High Net Worth
Senior Account Advisor - High Net Worth

Senior Account Advisor - High Net Worth

Company : Marsh
Salary : Details not provided
Location : Alberta

Full Description

Marsh is seeking candidates for the following position based in the Calgary office:

Senior Account Advisor – High Net Worth

What can you expect?

  • You will be joining a positive, dynamic, experienced and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh’s Private Client Services
  • In Calgary, there is a team of 6 colleagues including Client Advisors and Client Representatives. Nationally the High Net Worth segment consists of approximately 40 colleagues with offices in Vancouver, Calgary, Toronto & Montreal
  • In the first few months you will get to know your team, the clients that you will be servicing and the Marsh culture as well as getting acquainted and registered for all relevant Marsh Benefits. You will also learn about Marsh processes, workflows, service standards, best practices and compliance and complete all required training courses and modules as they relate. You will also shadow some of your colleagues in the same role and we will arrange for product & portal training with all carriers as needed in addition to ensuring proficiency with our Broker Management System and MS Office applications

What is in it for you?

  • Marsh is a growth organization with a strong brand reputation, stability in the marketplace and a leader in providing a culture of diversity & inclusion. We are an industry leader providing an exceptional compensation and comprehensive benefits package - starting day one as well as providing the ability to earn commission on new business generated
  • Marsh also offers an exceptional and competitive pension plan with contribution options to suit the employee and an employee/ employer matched stock plan.
  • We offer a fast paced, friendly, team environment where employees are encouraged and empowered to assist and protect clients to ensure their assets are protected and insurance needs are met
  • We offer a culture of collaboration, empowerment, personal and professional growth with a strong emphasis on providing best in class service
  • We offer a comprehensive training program and ongoing professional development. We are committed to providing employees the knowledge they need to ensure their success
  • We offer a hybrid work environment which allows our colleagues to split their time between working from the office and from home providing the ability to better balance their work and home life
  • We encourage Continued Education and will reimburse tuition for courses related to your role
  • We offer an office culture that encourages diversity and inclusion where our colleagues feel valued, respected and empowered. There are many opportunities to give back to our Community through various volunteer initiatives and involvement through our Colleague Resource Groups such as the Women’s Exchange, PRIDE, Young Professionals and Multicultural

We will count on you to:

  • Respond to client requests and inquiries across a number of channels in a prompt and professional manner and ensure 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 and market proposals to explain and select coverages based on a thorough discovery and needs analysis and prepare applications and submit in accordance with carrier guidelines and timelines
  • Proactively engage and complete annual renewal reviews to ensure clients ever changing needs from a coverage and pricing perspective are maintained either over the phone or in person visits whenever required
  • Obtain claims information in an empathetic, accurate and delicate manner and submit to the carrier in a timely manner and provide claims education to all clients
  • Possess a growth mindset and strive to close on new business opportunities with a concerted effort in writing profitable business and monitor that profitability going forward
  • Utilize the broker management system in an accurate and timely manner to enter and maintain all prospect & client account information and ensure accounts receivables are always collected and current
  • Establish & maintain strong, productive and ongoing referral relationships both internally & externally as well as with all colleagues, clients, centers of influence and carrier partners
  • Proven personal credibility, accountability and acts with integrity and reputation
  • Attend and participate in all mandatory training for compliance, service, product, systems & processes to ensure all regulatory requirements are met and complies with all best practices, professional standards, internal policies, and procedures
  • Fill all annual insurance licensing requirements and obtain courses and track all necessary hours to keep licenses current and in good standing at all times
  • Set & strive to reach high standards for goals that result in top quality results
  • Exercise sound judgement, strategic thinking, be solution driven and possess strong problem solving skills

What you need to have:

  • Alberta (AIC) Level 2 license and ability to obtain other provincial licenses as required
  • College/university degree considered an asset
  • Ideally 10+ years’ experience in Personal Lines, to include client facing experience with significant exposure and knowledge of the high net worth client & carriers
  • A team player with a positive attitude and excellent interpersonal, presentation, communication (oral & written) and negotiation skills
  • Strong organizational & time management skills with a great attention to detail and a proven ability to manage multiple priorities, deliver timely and accurate work products with a client service focus, a comfort dealing with successful & accomplished individuals and high level executives and respond with a sense of urgency as required

What makes you stand out:

  • A positive & motivating team player with a strong work ethic and an unwavering commitment to delivering professionalism and expertise to our clients and colleagues alike
  • Strong entrepreneurial spirit with a proven track record of rounding out accounts, prospecting and successfully signing new clients
  • Strong insurance knowledge across all asset classes which enables wholesome discussions on various topics such as underwriting, pricing, claims, cross border exposures to name a few
  • Proficiency in The Agency Manager (TAM) Broker Management System and/or EPIC as well as MS Office products such as Word, Outlook, Teams, Excel & PowerPoint
  • Interest in or already working towards the completion of CAIB and/or CIP

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit, follow us on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.

In accordance with applicable legislation, Mercer 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].