Montreal, Quebec, Canada
3 days ago
Analyst I - Account Management - Personal Lines

We are seeking a talented individual to join our Account Management - Personal Lines team at Marsh as an Insurance Professional. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

Respond to client inquiries and provide professional and exceptional insurance advice.

Analyze, counsel and recommend coverages, identify and fill coverage gaps and identify cross sell opportunities.

Provide quotations, 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 at every client interaction to ensure policy information and documentation remains accurate.

Manage incoming and outbound sales opportunities.

Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications and submit in accordance with carrier guidelines and timelines

Qualifying leads from digital campaigns, references, onsite visits, etc.

Close sales and achieve monthly revenue quotas.

Participate in monthly meetings to discuss benchmarks, personal as well as team goals for the upcoming months.

Contact existing mono line clients to obtain the other lines of business to round out an account.

What you need to have:

The position requires the successful candidate to be completely bilingual in French and English.  Must have the ability to write, speak, and conduct business in both French & English.

Personal lines agent or broker licensed in Quebec (AMF).   AMF agent license holder will need to have it transferred to a broker’s license.

A minimum of 1 year of experience in a personal lines environment or equivalent transferable experience.

College/University degree/Diploma is considered an asset

Exceptional communication skills, time management and organizational skills

Intermediate knowledge of Microsoft Office Suite of Products

Average keyboarding skills (40+wpm)

Intermediate Computer experience/knowledge.

What makes you stand out:

Experience working in a call center environment

Experience with Broker Management System

Previous customer service experience

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 $23 billion and more than 85,000 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 applicable legislation, 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.

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