TD Insurance Group Manager, Private Client Advice

TD; Toronto; On-site; CAD 94,000 - 133,000; Full time

Job summary

TD Insurance, a division of TD Bank Group, is hiring for a Senior Account Manager to lead a Private Client portfolio in Toronto. You will coach Account Managers, manage complex policy changes and renewals, and maintain service excellence for high net worth clients.

The role requires 5+ years of leadership, 7+ years in insurance, strong underwriting knowledge, and fluency with Guidewire. You will collaborate across underwriting, pricing, claims, and distribution to deliver a premium client

Qualifications

• Minimum 5+ years of people leadership experience.
• 7+ years of insurance industry experience, preferably in Private Client or high-net-worth accounts.
• Advanced underwriting knowledge across multiple asset classes.
• Proven ability to lead cross-functional teams and influence stakeholders.
• Active provincial insurance license and willingness to licensure in other provinces.

Responsibilities

• Lead, coach, and develop a high-performing Private Client Account Manager team.
• Monitor team performance to meet service quality, risk, productivity, and retention targets.
• Oversee end-to-end client servicing including policy changes, renewals, escalations.
• Serve as escalation point for major client issues, guiding resolution with sound judgment.
• Utilize Guidewire proficiently; coach others on policy structures and workflows.
• Ensure underwriting integrity and compliance through process discipline.
• Make risk-based decisions aligned with underwriting appetite and PCA standards.
• Collaborate with underwriting, pricing, claims, operations, and distribution to deliver a consistent Private Client experience.
• Contribute to new processes, tools, and operating models for scalability.
• Support retention, referrals, and growth through disciplined client management.

Skills

People leadership

Insurance experience

Underwriting knowledge

Communication skills

Collaboration

Tools

Guidewire

Job description

Work Location:

Toronto, Ontario, Canada

Hours:

35

Line Of Business:

TD Insurance

Pay Details:

$94,000 - $132,700 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.

In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada.

At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers.

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: https://www.tdinsurance.com/products-services/private-client-insurance

Key Accountabilities:

• Lead, coach, and develop a team of Account Managers, driving consistent performance, accountability, and capability across a high-volume, high-complexity Private Client portfolio.
• Monitor and manage team performance to ensure customer, partner, and business expectations are met, with a strong focus on service quality, risk discipline, productivity, and retention.
• Ensure Account Managers effectively manage end-to-end client servicing, including complex policy changes, renewals, escalations, and issue resolution.
• Act as the primary escalation point for significant client issues, risk exceptions, and service breakdowns, leading resolution discussions with confidence and sound judgment.
• Demonstrate advanced, hands‑on proficiency in Guidewire, including complex policy structures, endorsements, renewals, cancellations, referrals, and system workflows, and coach Account Managers on best practices, efficiency, and risk accuracy.
• Serve as a system and process expert, supporting consistent and correct use of Guidewire and related tools to maintain underwriting integrity, compliance, and operational efficiency.
• Own risk‑based decision making for escalated and non-standard files, ensuring alignment with underwriting appetite, regulatory expectations, and PCA standards.
• Drive achievement of team, business, and customer experience outcomes through ongoing coaching, feedback, and role‑modeling expected leadership and service behaviours.
• Partner closely with underwriting, pricing, claims, operations, and distribution teams to resolve complex issues, influence outcomes, and deliver a consistent Private Client experience.
• Contribute to the design and implementation of new processes, tools, and operating models by providing practical, frontline‑informed insights that improve scalability, efficiency, and client outcomes.
• Support retention, referral, and growth strategies through disciplined execution, proactive client management, and consistent application of PCA service standards.
• Ensure effective application of client segmentation and service models, aligning team behaviors and decision making to the expectations of sophisticated Private Client clients.

Job Requirements:

• 5+ years of people leadership experience, with additional consideration given to candidates with experience leading large teams or operating at the Group Manager level.
• 7+ years of insurance experience, preferably supporting High Net Worth or Private Client area as an Underwriter, Broker, or Account Manager.
• Advanced proficiency in Guidewire, with demonstrated experience managing complex policies and coaching others on system usage, efficiency, and risk accuracy.
• Strong underwriting knowledge and exposure across multiple asset classes, enabling informed discussions on pricing, risk, claims, and coverage strategy.
• Active provincial insurance license in good standing, minimum 1 year, with willingness to become licensed in other provinces or territories as required.
• Proven ability to lead through complexity, manage competing priorities, and make sound decisions in a fast‑paced, high‑stakes environment.
• Strong interpersonal, communication, and negotiation skills, with the ability to engage confidently with clients, partners, and senior stakeholders.
• Demonstrated credibility, accountability, and attention to detail, with a strong commitment to professionalism and quality outcomes.
• A collaborative leader with the confidence to challenge, influence, and drive alignment across internal and external partners.

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. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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. Learn more

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

Language Requirement (Quebec Only):

Sans Objet