Private Client Services Account Manager

INSURANCE CAREER NETWORK INC.; Toronto; Hybrid; CAD 65,000 - 115,000; Full time

Benefits offered by this job

Hybrid work flexibility

RRSP matching

2 paid personal days

EFAP

Professional membership fees (RIBO, IB

Education reimbursement

Free parking

Professional office space

Job summary

Insurance Career Network Inc. is seeking an experienced Private Client Services Account Manager in Canada. The role involves managing renewals, processing endorsements, and advising clients on risk exposures as part of a collaborative team including producers and insurance partners.

Qualified candidates hold an active RIBO license and may have CAIB/CIP designations. This position offers a hybrid work model with attractive compensation and commissions based on qualifications and experience.

Qualifications

• Active RIBO license in good standing (required).
• CAIB, CIP designations considered an asset.
• 5+ years of Personal Lines insurance experience, with preference for high-value homes and autos.
• Familiar with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), Northbridge Onyx, or Pure Insurance (asset).
• Experience with EPIC (asset).
• Proficient in Microsoft Office (Word, Excel).
• Strong organizational skills with attention to detail.
• Ability to identify coverage needs and round-out accounts effectively.

Responsibilities

• Manage renewals and process endorsements.
• Assess risk exposures and provide expert insurance advice to clients.
• Maintain a diverse client portfolio and build lasting relationships with clients, producers, and insurance partners.
• Collaborate with producers and insurance partners to deliver professional service.
• Deliver professionalism and expertise to clients at all times.

Skills

RIBO license

Client relationship building

Sales ability

Negotiation

Education

RIBO license (required)

CAIB or CIP designations (asset)

Tools

EPIC

Microsoft Office

Job description

The Private Client Services Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and insurance partners. You will handle renewals, process endorsements, assess risk exposures, and provide expert insurance advice to our valued clients.

Knowledge, Skills and Requirements

Licensing & Education

• Active RIBO license in good standing (required)
• Professional designations such as CAIB, CIP, etc., considered an asset

Industry Experience

• 5+ years of Personal Lines insurance experience, with preference of experience in servicing high-value homes and automobiles
• Familiar with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), Northbridge Onyx, or Pure Insurance is considered an asset
• Experience with EPIC is considered an asset

Technical & Analytical Skills

• Proficient in Microsoft Office (Word, Excel)
• Strong organizational skills with attention to detail
• Proven ability to identify coverage needs and round-out accounts effectively

Interpersonal Skills

• Excellent interpersonal, presentation, communication, and negotiation skills
• Demonstrated sales ability and client relationship-building skills
• Team player with a strong work ethic
• Committed to delivering professionalism and expertise to clients

Compensation Range: $65,000 to $115,000 annually

Compensation is based on a full-time 35-hour work week and will be dependent upon the successful candidate's qualifications and experience, with consideration given to internal equity. It includes variable commissions and potential performance-based bonus.

Why Join Our client

They offer an attractive compensation package and commission incentives, plus:

• Hybrid work flexibility
• Matching Group RRSP contribution
• Two paid personal days each year
• EFAP available through our group health benefits
• Professional membership fees (including RIBO, IBAO, IIC)
• Professional development and educational reimbursement
• Free parking and professional office space