Private Client Account Manager – Personal Lines Insurance

Jhubz; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading company is seeking a Private Client Account Manager specializing in Personal Lines Insurance. This mid-senior level position involves managing high-net-worth client accounts, ensuring top-tier service, and providing sales support. Candidates must possess a minimum 5 years of VIP insurance experience and hold an R.I.B.O. license. Competitive salary and hybrid work options are offered.

Benefits

Commission opportunities

Full benefits

Hybrid work flexibility

Qualifications

• Minimum 5 years of experience in VIP insurance.
• R.I.B.O. license is required.
• Proficiency with EPIC brokerage system essential.

Responsibilities

• Respond promptly to client inquiries and maintain high service standards.
• Conduct renewal reviews and provide recommendations.
• Identify opportunities to cross-sell and up-sell additional products.

Skills

Client Service

Account Management

Sales

Cross-Selling

Document Management

Education

R.I.B.O. License

5 years in VIP insurance

Tools

EPIC brokerage system

MS Outlook

Excel

Word

Job description

Private Client Account Manager – Personal Lines Insurance

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Private Client Account Manager – Personal Lines Insurance

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(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.

Reasons to Apply:

• Be part of a highly respected brokerage with a reputation for supporting private clients.
• Enjoy a competitive compensation package plus commission opportunities and full benefits.
• Benefit from hybrid work flexibility, with options to work from Vaughan or North York offices.

Responsibilities:

• Client Service & Support: Respond promptly to client inquiries via phone, email, and fax, maintaining high service standards.
• Account Management: Conduct renewal reviews, provide recommendations, offer comparison quotes, and remarket policies to retain and grow the book of business.
• Sales & Cross-Selling: Identify opportunities to cross-sell and up-sell additional products.
• Document Management: Process renewals, endorsements, claims, and change requests efficiently via EPIC and company portals.

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 essential.
• Strong knowledge of insurance carriers (e.g., Aviva Ovation, Intact Prestige, Northbridge Onyx, Chubb) and the private client insurance market.
• Proficiency in MS Outlook, Excel, and Word.

Contact:

If interested or seeking more information, please contact [e-mail].

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Technology, Information and Media

Note: The job posting appears current; no indications of expiration are present.