Private Client Services (PCS) Account Manager | Hybrid
- Brampton, ON, Canada
$65,000 to $115,000 annual compensation range · Full-time
Applications open in a new tab.
Job details
- Pay
- $65,000 to $115,000 annual compensation range
- Job type
- Full-time
- Apply by
- Experience
- Minimum 5 years of Personal Lines Insurance experience
- Posting language
- English
- Posted
Original job description
Private Client Services Account Manager
High Net Worth Personal Lines | Toronto, ON | Hybrid | Full Time, Permanent
$65,000 to $115,000 + Variable Compensation & Performance Bonus
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
This is an opportunity for a Personal Lines insurance professional with strong client relationship skills and experience working with high-value homes, automobiles, and complex personal insurance portfolios.
You will manage a diverse portfolio of private clients and work closely with Producers and insurance partners to deliver a high level of service and insurance expertise.
What We’re Looking For
High Net Worth Personal Lines | Toronto, ON | Hybrid | Full Time, Permanent
$65,000 to $115,000 + Variable Compensation & Performance Bonus
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
This is an opportunity for a Personal Lines insurance professional with strong client relationship skills and experience working with high-value homes, automobiles, and complex personal insurance portfolios.
You will manage a diverse portfolio of private clients and work closely with Producers and insurance partners to deliver a high level of service and insurance expertise.
What We’re Looking For
- Active RIBO license in good standing
- Minimum 5 years of Personal Lines Insurance experience
- Experience servicing high-value homes and automobiles is strongly preferred
- Strong understanding of Personal Lines coverage and risk exposures
- Proven ability to identify coverage gaps and round out accounts
- Strong client relationship and sales skills
- Excellent communication, presentation, and negotiation abilities
- Strong organizational skills and attention to detail
- EPIC experience is an asset
- CAIB, CIP, or other insurance designations are an asset
- Experience with high-net-worth insurance products or Private Client Services is an asset
- Manage a portfolio of Private Client Services accounts
- Handle renewals, endorsements, policy changes, and other account servicing requirements
- Assess client risk exposures and identify coverage needs
- Provide knowledgeable insurance advice to high-value clients
- Review accounts and identify opportunities to round out coverage
- Build and maintain strong client relationships
- Work closely with Producers and insurance partners
- Negotiate and communicate effectively with clients and insurers
- Maintain accurate and organized account documentation
- $65,000 to $115,000 annual compensation range
- Variable commission and potential performance-based bonus
- Hybrid work flexibility
- Group RRSP matching
- Paid personal days
- Group health benefits and EFAP
- Professional membership fees, including RIBO, IBAO, and IIC
- Professional development and educational reimbursement
- Professional office environment and free parking
More about this job
Responsibilities
Manage a portfolio of private client accounts, handling renewals, endorsements, policy changes, risk assessments, and coverage recommendations for high-value clients. Build strong client relationships, identify opportunities to round out coverage, and coordinate with Producers and insurance partners while maintaining accurate account documentation.
Requirements
Applicants must hold an active RIBO license in good standing and have at least five years of Personal Lines insurance experience. Experience with high-value homes and automobiles is strongly preferred; strong coverage knowledge, risk assessment, client relationship, sales, communication, negotiation, and organizational skills are expected, while EPIC experience and insurance designations are assets.
Skills
- Personal Lines Insurance
- High-Net-Worth Insurance
- Account Management
- Insurance Coverage Analysis
- Risk Assessment
- Identifying Coverage Gaps
- Account Rounding
- Renewals
- Endorsements
- Policy Changes
- Sales
- Negotiation
- Communication
- Organization
- EPIC
Benefits
- Variable Commission
- Performance-Based Bonus
- Hybrid Work Flexibility
- Group RRSP Matching
- Paid Personal Days
- Group Health Benefits
- Employee and Family Assistance Program
- Professional Membership Fees
- Professional Development
- Educational Reimbursement
- Free Parking
Visa sponsorship
Not detected in the job text
Hiring contact
Jeremy Corbet
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Personal Lines Insurance
- Private Client Services
- High-Net-Worth Insurance
- RIBO License
- CAIB
- CIP
- EPIC
- Insurance Brokerage
- High-Value Homes
- High-Value Automobiles
- Insurance Coverage
- Risk Exposures
- Coverage Gaps
- Account Rounding
- Account Management
- Renewals
- Endorsements
- Policy Changes
- Risk Assessment
- Insurance Advice
- Sales
- Negotiation
- Producers
- Insurance Partners
- Account Documentation
- IBAO
- IIC