Senior Client Advisor - Personal Lines (Insurance)

Location: Montreal, Canada; hybrid work with at least three days per week in the office or onsite with clients

Company

hirify.global is a global professional services company operating across risk, reinsurance, capital, people, investments, and management consulting.

What you will do

• Respond to client requests and manage accurate, timely submissions in line with carrier guidelines.
• Analyze client needs, recommend coverages, identify gaps, and develop cross-sell and new business opportunities.
• Prepare quotations, market proposals, applications, renewals, and coverage reviews for high-net-worth personal lines clients.
• Handle claims information sensitively, submit claims to carriers, and provide client education.
• Maintain prospect and client records, monitor accounts receivable, and use broker management systems accurately.
• Build referral relationships with clients, carriers, internal partners, and centers of influence while meeting compliance and licensing standards.

Requirements

• AMF insurance license in Quebec or another province.
• Full professional fluency in English and French.
• Excellent interpersonal, presentation, written and verbal communication, and negotiation skills.
• Strong organization, time management, attention to detail, and ability to manage multiple priorities.
• Ability to work with high-net-worth clients and senior executives, respond with urgency, and deliver accurate client-focused work.
• Attendance in the local office or onsite with clients at least three days per week.

Nice to have

• Five to ten or more years of personal lines experience, including client-facing work with high-net-worth clients and carriers.
• RIBO license.
• Experience with The Agency Manager or EPIC broker management systems and Microsoft Word, Outlook, and Excel.
• College or university degree.
• Strong insurance knowledge across asset classes, including underwriting, pricing, claims, and cross-border exposures.

Culture & Benefits

• Professional development opportunities, interesting work, and supportive leadership.
• Inclusive and flexible work environment with collaboration and professional development through office-based work.
• Benefits and rewards intended to support employee well-being.
• Access to career opportunities across a large global organization.