Private Client Advice, Account Manager

Meloche Monnex Inc.; Saint John; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance provider in Canada is looking for a Senior Account Manager to deliver an exceptional client experience for high net worth clients. The role involves creating tailored insurance plans while collaborating closely with team members to ensure seamless service delivery. Ideal candidates will have over 5 years of experience in personal lines, a strong sales ability, and excellent interpersonal skills. This position offers valuable training and development opportunities alongside a competitive rewards package.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 5+ years of Personal Lines experience, preferably with high net worth clients.
• Proven ability to engage in client discovery and identify opportunities.
• Strong entrepreneurial spirit and Insurance knowledge across asset classes.

Responsibilities

• Conduct in-depth discovery of client assets and financial goals.
• Work collaboratively with team to execute integrated plans.
• Meet with clients to understand needs and provide underwriting experience.

Skills

Interpersonal skills

Sales ability

Communication skills

Negotiation skills

Strong work ethic

Education

Provincial license in good standing

Tools

MS Office (Word, Excel)

Job description

Description

Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed our client's expectations.

If this was enough to peak your curiosity and you want to learn more about us, check out our web page :

In your role as a Senior Account Manager, Private Client Adviceyou will deliver a legendary High Net Worth client experience by :

Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.

Identifying referral opportunities and coordinate the team of Partners / Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.

Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.

Placing specific focus on onboarding clients with investment needs to Investment Management (PIC / PIA).

Working proactively with direct Manager to develop improved client experience, operational andPractice Management practices, and overall personal development

Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.

Representing TDI and TDBG to the general public in a professional manner.

Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.

Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.

The HNW staff will also have tiered binding authority with this HNW advisor having a binding authority of $9,999,999MM

Job Requirements

5+ years Personal Lines experience, with preference to those servicing high net worth clients

Provincially licensed (active and in good standing) required – minimum 1 year

Willing to get licensed in other provinces and / or territories

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

Robust and varied background in Insurance

Strong entrepreneurial spirit

Strong Insurance knowledge across all asset classes that enable wholesome discussions on various

Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)

Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals

Confidence in establishing and managing relationships with sophisticated clients

Possess strong Centers of Influence relationships and broad network of external advisors

Who We Are

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us.

As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only)

Sans Objet