Group Insurance and Group Annuity Plans Advisor

COMPANY: Marsh McLennan Agency DESCRIPTION: Group Insurance and Group Annuity Plans Advisor Full-time, permanent Building a distinguished, inclusive culture recognized as an outstanding workplace does not happen overnight. It is the result of hard work, commitment, and dedication from distinguished individuals, which is our internal expertise. The best talent in the industry drives our efforts to provide a meaningful work environment and create a significant impact every day. Learn more about what makes us different and how you can make your mark as a Group Insurance and Group Annuity Plans Advisor at Vézina Assurances Inc., a Marsh & McLennan Agency LLC company (hereinafter "MMA Vézina"). MMA Vézina is the regional office of Marsh McLennan Agency ("MMA") in Canada and offers property and casualty insurance brokerage services as well as life insurance (group insurance and retirement). MMA is present across North America and combines personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan ("NYSE: MMC"). Our regional office is located in Montreal on Pierre-De Coubertin Avenue, near the Olympic Stadium. A day in the life As a Group Insurance and Group Annuity Plans Advisor within the Sales team, you will be tasked with various responsibilities aimed at managing, independently, an established client portfolio while also developing new business opportunities. Whether through client presentations, prospecting calls, proposals, various writings, or other activities, your thoroughness and ability to respond effectively to your clients’ needs will be essential on a daily basis. Maintaining and developing strong relationships with your current and prospective clients, following up on requests with insurers, identifying markets and clients needs and developing new opportunities will be at the heart of your activities. You will ensure the delivery of a high-quality service, highlight the added value of our services, and keep all client files up to date. You will also work closely with Financial Analysts during renewals in order to establish the best conditions and terms for new prospects and clients. Building strong relationships with all your internal and external partners will be essential in your role as a Group Insurance and Group Annuity Plans Advisor. In this capacity, participating in events and professional gatherings will be integral to your job to expand your network, as well as to stay informed about market trends and opportunities. Our future colleague We would like to meet you if your professional background includes these qualifications and you have these skills: * Hold a minimum of 5 years of experience in the Group Insurance field and/or any other relevant experience in a related field; * Proficiency in French is required, as this position involves contact with regional and international clients and/or external or internal partners. * Proficient in Excel, Word, PowerPoint and Outlook. These additional qualifications and skills are a plus, but are not mandatory to apply: * Hold a Group insurance of persons license issued by the Autorité des marchés financiers (AMF); * A bachelor’s degree; * Hold the LLQP designation; * Demonstrates strong understanding and analytical capability in proposal development, pricing, and insurer negotiation processes; * Proficiency with the EPIC software; * undefined * undefined Valuable Benefits We value and respect the impact our colleagues have every day, both at work and outside of work. Our organizational culture promotes the well-being of our colleagues through robust benefits programs and resources, professional development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: * Access to sick leave and family obligation leave * Group insurance including an employee assistance program, telemedicine, and a health and wellness account * Reimbursement of professional training expenses * Hybrid work and a 35-hour work week * Donation matching program for non-profit organizations and a paid volunteer day * Simplified Pension Plan * Opportunities to purchase shares in Marsh McLennan (“NYSE: MMC”) Who you are is who we are We promote an environment that values a dynamic and inclusive culture. We are constantly looking for colleagues with a strong work ethic and the ambition to make an impact. To learn more about a career at MMA Vézina, visit our website [https://www.marshmma.com/ca/en/home.html] and our LinkedIn [https://www.linkedin.com/company/marshmclennan-agency-mma-canada] page. #LIHybrid #MMACAN

You will manage an established client portfolio while actively developing new business opportunities through prospecting and client presentations. Additionally, you will collaborate with financial analysts during renewals to secure optimal terms and maintain high-quality service standards for all clients.

Candidates must have at least 5 years of experience in the group insurance field and proficiency in French. A bachelor's degree and a group insurance of persons license are considered strong assets for this role.

• Sick leave • Family obligation leave • Group insurance • Employee assistance program • Telemedicine • Health and wellness account • Reimbursement of professional training expenses • Hybrid work • Donation matching program • Paid volunteer day • Simplified pension plan • Share purchase plan

• Microsoft ExcelPreferred
• Microsoft WordPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Group insurance
• Group annuity plans
• Client portfolio management
• Business development
• Prospecting
• Proposal development
• Pricing
• Insurer negotiation
• Relationship management
• Excel
• Word
• PowerPoint
• Outlook
• Epic software
• Analytical capability
• Epic EMR
• Proposal Development
• Sales Prospecting
• Strong Work Ethic
• Microsoft Excel
• Annuities
• Brokerage
• Casualty Insurance
• Personalized Service
• Employee Assistance Programs
• Sales
• French Language
• Market Trend
• Microsoft Outlook
• Mixed Martial Arts
• Negotiation
• Microsoft PowerPoint
• Presentations
• Telehealth

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership
• Group Assistant
• Corporate Development Analyst
• Management and Organization Analysts
• Financial and Investment Analysts

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Posting language

English

Working hours

35 hours per week