VIP Private Client Insurance Account Manager | Hybrid

JobsMedia.io; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Commission opportunities

Hybrid work model

Job summary

Hello World Recruitment in North York, ON is actively seeking a Private Client Account Manager to deliver exceptional service to high-net-worth clients. The role supports a well-established brokerage in a hybrid setting with opportunities for growth and commission.

Ideal candidates bring 5+ years in VIP insurance, RI.B.O. license, and solid EPIC systems experience, plus strong knowledge of major carriers and MS Office tools. Hybrid options include Vaughan or North York offices with full benefits.

Qualifications

• Minimum 5 years of experience in the VIP insurance space.
• R.I.B.O. license is required.
• Proficiency with EPIC brokerage system is a must.
• Strong knowledge of insurance carriers (e.g., Aviva Ovation, Intact Prestige, Northbridge Onyx, Chubb) and the private client insurance market.
• Proficient in MS Outlook, Excel, and Word.

Responsibilities

• Client Service & Support: Respond promptly to client inquiries via phone, email, and fax, ensuring a high level of service is always maintained.
• Account Management: Conduct renewal reviews, provide recommendations, offer comparison quotes, and remarket policies as needed to retain and grow the book of business.
• Sales & Cross-Selling: Keep an eye on total account awareness and identify opportunities to cross-sell and up-sell additional products to clients.
• Document Management: Process renewals, endorsements, claims, and change requests via EPIC and company portals efficiently and accurately.

Skills

VIP insurance

R.I.B.O. license

Carrier knowledge

Tools

EPIC brokerage system

MS Outlook

Excel

Word

Job description

Hello World Recruitment in North York, ON is actively seeking a Private Client Account Manager to deliver exceptional service to high-net-worth clients. The role supports a well-established brokerage in a hybrid setting with opportunities for growth and commission.

Ideal candidates bring 5+ years in VIP insurance, RI.B.O. license, and solid EPIC systems experience, plus strong knowledge of major carriers and MS Office tools. Hybrid options include Vaughan or North York offices with full benefits.