PERSONAL INSURANCE / PRIVATE CLIENT SERVICES ACCOUNT MANAGER

Job Born; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A dynamic insurance firm seeks a Personal Lines VIP High Value Client Manager to offer personalized solutions for high net worth clients. Responsibilities include managing client relationships, policy administration, and risk assessment. Candidates should possess strong communication and negotiation skills, with a focus on customer satisfaction and professionalism.

Benefits

Competitive salary package

Comprehensive benefits including health insurance

Professional development opportunities

Collaborative work environment

Qualifications

• Strong work ethic and professionalism.
• Proven sales track record for client accounts.
• Familiarity with insurers like Chubb and Intact Prestige is an asset.

Responsibilities

• Manage a portfolio of high net worth clients with personalized insurance solutions.
• Oversee the administration of insurance policies and claims.
• Conduct risk assessments and provide proactive risk management guidance.

Skills

Interpersonal skills

Communication

Negotiation

Sales ability

Team player

Computer proficiency

Tools

The Agency Manager (TAM)

Job description

My Clients are seeking a dynamic and client-focused Personal Lines VIP High Value Client Manager to join their team. In this role, you will be responsible for managing a portfolio of high net worth individuals and VIP clients, providing personalized insurance solutions and exceptional service to meet their unique needs and preferences.

Location : North York

Hybrid : 2 days one week, 3 days the next on rotation

Responsibilities :

Client Relationship Management :

Build and maintain strong relationships with high value clients, serving as their primary point of contact for all insurance-related inquiries and needs.Conduct regular meetings and communications with clients to assess their insurance requirements, address concerns, and provide proactive risk management advice.

Insurance Advisory Services :

Analyze the insurance needs and risk profiles of high value clients to develop tailored insurance solutions that provide comprehensive coverage and protection.Collaborate with underwriters and other insurance professionals to design customized insurance programs that meet the unique requirements of VIP clients.

Policy Management :

Oversee the management and administration of insurance policies for high net worth individuals and VIP clients, ensuring accuracy and completeness of coverage.Coordinate policy issuance, renewals, endorsements, and cancellations in accordance with client preferences and contractual obligations.

Claims Management :

Serve as the primary liaison between high value clients and claims adjusters, assisting clients with the claims process and advocating on their behalf to ensure timely and equitable claim resolution.Monitor the progress of claims and provide regular updates to clients, addressing any concerns or issues that may arise.

Risk Assessment and Mitigation :

Conduct comprehensive risk assessments for high net worth individuals and VIP clients, identifying potential exposures and recommending risk mitigation strategies to protect their assets and interests.Stay informed about industry trends, emerging risks, and regulatory changes that may impact high value clients, providing proactive risk management guidance and solutions.

Qualifications :

• A team player with a strong work ethic
• Excellent interpersonal, presentation, communication and negotiation skills
• Proven sales ability to round-out accounts
• An unwavering commitment to delivering professionalism and expertise to our clients
• Computer proficiency in MS Office products such as Word and Excel
• Experience with The Agency Manager (TAM) is an asset
• Experience with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA) or Northbridge Onyx is an asset

Benefits :

• Competitive salary commensurate with experience (ROBUST COMPENSATION PACKAGES)
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off
• Opportunities for professional development and career advancement
• Dynamic and collaborative work environment with a focus on employee engagement and satisfaction

Join our team and become a trusted advisor to our esteemed VIP clients, providing them with peace of mind and unparalleled service for all their insurance needs.

Let's talk about embarking on an exciting career journey in VIP PL High Value Clientele. I have placed numerous candidates at this company and they were blown away at the level of training and mentorship offered. GREAT PLACE TO CALL YOUR FOREVER WORK HOME!

My Prompt Response is MY Guarantee to YOU! 289-338-2616

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