Private Client Account Manager – Personal Lines Insurance

JobsMedia.io; Toronto; Hybride; CAD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Full benefits

Commission opportunities

Hybrid work model

Résumé du poste

Hello World Recruitment in North York, ON is actively seeking a Private Client Account Manager to deliver exceptional service to high-net-worth clients. The role supports a well-established brokerage in a hybrid setting with opportunities for growth and commission.

Ideal candidates bring 5+ years in VIP insurance, RI.B.O. license, and solid EPIC systems experience, plus strong knowledge of major carriers and MS Office tools. Hybrid options include Vaughan or North York offices with full benefits.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

VIP insurance

R.I.B.O. license

Carrier knowledge

Outils

EPIC brokerage system

MS Outlook

Excel

Word

Description du poste

(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.