Closed listing
Private Client Account Manager – Personal Lines Insurance
- Toronto, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- Minimum 5 years of experience in the VIP insurance space.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private Client Account Manager with a well-established brokerage in North York, ON. This role is perfect for someone who takes pride in delivering exceptional service to high-net-worth clients and building strong, lasting relationships.
3 Reasons To Apply
🤝 Be a part of a highly respected brokerage with a reputation for excellence in supporting private clients.
💸 Competitive compensation package + commission opportunities, with full benefits
🏠 Hybrid flexibility with options to work from either our Vaughan or North York offices.
Responsibilities
- Client Service & Support: Respond promptly to client inquiries via phone, email, and fax, ensuring a high level of service is always maintained.
- Account Management: Conduct renewal reviews, provide recommendations, offer comparison quotes, and remarket policies as needed to retain and grow the book of business.
- Sales & Cross-Selling: Keep an eye on total account awareness and identify opportunities to cross-sell and up-sell additional products to clients.
- Document Management: Process renewals, endorsements, claims, and change requests via EPIC and company portals efficiently and accurately.
- Minimum 5 years of experience in the VIP insurance space.
- R.I.B.O. license is required.
- Proficiency with EPIC brokerage system is a must.
- Strong knowledge of insurance carriers (e.g., Aviva Ovation, Intact Prestige, Northbridge Onyx, Chubb) and the private client insurance market.
- Proficient in MS Outlook, Excel, and Word.
If you're interested in this opportunity or would like to learn more, please feel free to reach out to directly at alexander@helloworldrecruitment.ca.
More about this job
Responsibilities
Manage private client insurance accounts by responding to inquiries, conducting renewal reviews, recommending coverage, preparing comparison quotes, and remarketing policies. Process renewals, endorsements, claims, and change requests, while identifying opportunities to retain, grow, and cross-sell within the book of business.
Requirements
Candidates must have at least five years of experience in the VIP insurance space, a R.I.B.O. license, and proficiency with the EPIC brokerage system. They should also know private client insurance markets and carriers such as Aviva Ovation, Intact Prestige, Northbridge Onyx, and Chubb, and be proficient in Microsoft Outlook, Excel, and Word.
Skills
- Private Client Insurance
- Personal Lines Insurance
- High-Net-Worth Client Service
- Account Management
- Renewal Reviews
- Policy Recommendations
- Comparison Quotes
- Policy Remarketing
- Cross-Selling
- Upselling
- Policy Renewals
- Endorsements
- Claims Processing
- R.I.B.O. License
- EPIC Brokerage System
- Microsoft Outlook, Excel, And Word
Benefits
- Full Benefits
- Commission Opportunities
Visa sponsorship
Not detected in the job text
Hiring contact email
alexander@helloworldrecruitment.ca
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Private Client Insurance
- Personal Lines Insurance
- VIP Insurance
- High-Net-Worth Clients
- Insurance Brokerage
- R.I.B.O. License
- EPIC
- Aviva Ovation
- Intact Prestige
- Northbridge Onyx
- Chubb
- Policy Renewals
- Endorsements
- Claims
- Policy Remarketing
- Comparison Quotes
- Cross-Selling
- Upselling
- Account Management
- Client Service
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word