Private Client Services Account Manager

DGA; Nanaimo; Remote; CAD 65,000 - 85,000; Full time

Job summary

A leading brokerage is seeking a High Net Worth Account Manager. This role involves maintaining a client book, assessing risks, and ensuring excellent customer service in a dynamic environment. The position can be remote but requires residence in BC. Ideal candidates should have extensive experience in the insurance industry and a Level 2 licence.

Qualifications

• Minimum 2+ years High Net Worth experience and 5+ years Personal Lines Insurance experience.
• Strong organisational and communication skills required.
• Passionate about customer service.

Responsibilities

• Maintain and grow a Personal Lines book of business.
• Assess risk and negotiate terms for clients.
• Advocate for clients and ensure policy adequacy.

Skills

Excellent technical skills

Clear communication skills

Organisational skills

Customer service

Education

Level 2 licence

Job description

Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team. They pride themselves on their exceptional service and providing clients with the best possible broker experience. As well as providing a fun working environment, our client also invests in your professional development providing you many different avenues for growth.

• The position can be remote, but the successful candidate must reside in BC

WHO YOU ARE :

You are someone who thrives on giving great customer service and a team player who rolls up their sleeves. You are friendly, dynamic and can keep up in a busy environment and not compromise the quality of your work.

THE ROLE :

• Maintain and organically grow a Personal Lines book of business
• Work with clients, assess risk and negotiate the best terms, including some front-line underwriting
• Advise client on matters of coverage and pricing, and place risk with the appropriate market
• Contact client to advise of any changes in the market or to their policies
• Ensure information is correct and coverage still meets clients’ needs
• Advocate for your client to the insurance carriers
• Document all enquiries, and quotes and produce them in a timely manner
• Successfully resolves any problems or complaints
• Continues to build Industry relationships
• Cross sell and up-sell in order to increase size of book

REQUIREMENTS :

• Level 2 licence.
• Minimum 2+ years High Net Worth (and know those portals) and 5+ years Personal Lines Insurance experience
• Excellent technical skills
• Excellent and clear communication skills
• It is a busy environment; organisational skills must be top notch.
• Passionate about customer service

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Information

• Job Type : Full-Time
• Expertise : Broker-Customer Service , Broker-Personal
• Minimum experience required : 3 to 4 Years