Boutique Private Client Broker: Autonomy & Growth

JobsMedia.io; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Hello World Recruitment is recruiting a Private Client Account Manager for a boutique brokerage in the Greater Toronto Area. You will manage established Private Client and high-net-worth accounts with autonomy and direct input into service and strategy.

The role emphasizes relationship-building over cold prospecting, with ownership of claims support, market strategies, and insurer relationships. RIBO Level 1+ licensure is required, and independent work in a small team is welcomed.

Qualifications

• Experience in Private Client or High-Net-Worth insurance, or Personal Lines.
• Strong servicing, communication, and client relationship skills.
• RIBO licensed (Level 1 or above).
• Comfortable working independently within a smaller team.
• Experience with claims, remarketing, or construction risks is an asset.

Responsibilities

• Handle Private Client accounts end-to-end.
• Provide full claims support and client advocacy.
• Attend meetings, prepare proposals, and manage communications.
• Manage projects from policy inception through completion.
• Coordinate placement, updates, and coverage changes.
• Re-market Private Client policies to specialty and retail markets.
• Assist with miscellaneous personal lines and small commercial proposals.
• Help manage insurer relationships.
• Contribute to market distribution analysis and strategy.
• Quote and onboard new Private Client opportunities provided to you.
• Potential future leadership or mentorship as the role expands.

Skills

Private Client experience

High-Net-Worth

Personal Lines insurance

RIBO license

Job description

Hello World Recruitment is recruiting a Private Client Account Manager for a boutique brokerage in the Greater Toronto Area. You will manage established Private Client and high-net-worth accounts with autonomy and direct input into service and strategy.

The role emphasizes relationship-building over cold prospecting, with ownership of claims support, market strategies, and insurer relationships. RIBO Level 1+ licensure is required, and independent work in a small team is welcomed.