Private Client Account Manager – Personal Lines Insurance

JobsMedia.io; Toronto; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Office in Vaughan or North York

Job summary

Hello World Recruitment is seeking a Private Client Account Manager for a well-established North York, Ontario brokerage serving high-net-worth clients with tailored private client insurance solutions. The role emphasizes exceptional client service, renewal reviews, quotes, and strategic cross-selling, with a hybrid work arrangement and access to Vaughan or North York offices.

The ideal candidate will have at least five years of VIP insurance experience, a valid RIBO license, EPIC proficiency,

Qualifications

• Minimum 5 years of VIP insurance experience.
• RIBO license is required.
• Proficiency with EPIC brokerage system.
• Strong knowledge of private client insurance carriers.
• Proficient in MS Outlook, Excel and Word.

Responsibilities

• Respond promptly to client inquiries via phone, email, and fax.
• Renewal reviews, recommendations, quotes, and remarketing to grow the book.
• Cross-sell and up-sell additional products to clients.
• Process renewals, endorsements, claims, and change requests via EPIC and portals.

Skills

VIP insurance experience

RIBO license

EPIC brokerage system

Carrier knowledge (private client)

MS Office (Outlook/Excel/Word)

Job description

(Salary Negotiable)

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.

Desired Skills

• 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.