Private Client Services (PCS) Account Manager | Hybrid

JobsMedia.io; Brampton; Hybrid; CAD 65,000 - 115,000; Full time

Benefits offered by this job

Hybrid work flexibility

Group RRSP matching

Paid personal days

Group health benefits

Professional membership support (RIBO/

Education reimbursement

Free parking

Job summary

Hello World Recruitment in Toronto, ON is seeking an experienced Private Client Services Account Manager for a Canadian insurance brokerage. You will manage a portfolio of high net worth personal lines clients, focusing on homes and autos, with a hybrid work arrangement.

You’ll collaborate with Producers and insurers, renewals, risk assessments, and coverage optimization. RIBO license, 5+ years in personal lines, and client‑focused sales skills are essential.

Qualifications

• Active RIBO license in good standing.
• Minimum 5 years of Personal Lines Insurance experience.
• Experience servicing high-value homes and automobiles is strongly preferred.
• Strong client relationship and sales skills.
• Excellent communication, presentation, and negotiation abilities.

Responsibilities

• Manage a portfolio of Private Client Services accounts.
• Handle renewals, endorsements, policy changes, and other account servicing requirements.
• Assess client risk exposures and identify coverage needs.
• Provide knowledgeable insurance advice to high-value clients.
• Review accounts and identify opportunities to round out coverage.
• Build and maintain strong client relationships with Producers and insurers.

Skills

RIBO license

Personal Lines experience

High-value client service

Sales and negotiation

Communication skills

Client relationship management

Education

CAIB

CIP

Tools

EPIC

Job description

Private Client Services Account Manager

High Net Worth Personal Lines | Toronto, ON | Hybrid | Full Time, Permanent

$65,000 to $115,000 + Variable Compensation & Performance Bonus Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.

Private Client Services Account Manager

High Net Worth Personal Lines | Toronto, ON | Hybrid | Full Time, Permanent

$65,000 to $115,000 + Variable Compensation & Performance Bonus Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.

This is an opportunity for a Personal Lines insurance professional with strong client relationship skills and experience working with high-value homes, automobiles, and complex personal insurance portfolios.

You will manage a diverse portfolio of private clients and work closely with Producers and insurance partners to deliver a high level of service and insurance expertise.

What We’re Looking For

• Active RIBO license in good standing
• Minimum 5 years of Personal Lines Insurance experience
• Experience servicing high-value homes and automobiles is strongly preferred
• Strong understanding of Personal Lines coverage and risk exposures
• Proven ability to identify coverage gaps and round out accounts
• Strong client relationship and sales skills
• Excellent communication, presentation, and negotiation abilities
• Strong organizational skills and attention to detail
• EPIC experience is an asset
• CAIB, CIP, or other insurance designations are an asset
• Experience with high-net-worth insurance products or Private Client Services is an asset

What You’ll Be Doing

• Manage a portfolio of Private Client Services accounts
• Handle renewals, endorsements, policy changes, and other account servicing requirements
• Assess client risk exposures and identify coverage needs
• Provide knowledgeable insurance advice to high-value clients
• Review accounts and identify opportunities to round out coverage
• Build and maintain strong client relationships
• Work closely with Producers and insurance partners
• Negotiate and communicate effectively with clients and insurers
• Maintain accurate and organized account documentation

Compensation & Benefits

• $65,000 to $115,000 annual compensation range
• Variable commission and potential performance-based bonus
• Hybrid work flexibility
• Group RRSP matching
• Paid personal days
• Group health benefits and EFAP
• Professional membership fees, including RIBO, IBAO, and IIC
• Professional development and educational reimbursement
• Professional office environment and free parking