Become an Account Manager driving high-touch services for High-Net-Worth clients. Leverage your expertise in a hybrid work model to elevate client experiences.
In this vital role, you will act as a trusted advisor to a select group of high-net-worth individuals. With 5 years of private client services experience, you’ll enhance retention and satisfaction through proactive, detail-oriented management of their needs and policies. Your collaborative spirit will strengthen ties with stakeholders and contribute to service excellence.
Key Responsibilities:
• Serve as the relationship manager for distinguished clients
• Develop tailored strategies for policy renewals
• Lead meetings effectively across various platforms
• Proactively handle client inquiries with dedication
• Champion upselling and cross-selling initiatives
Requirements:
• 5 years of account management with high-net-worth clients
• Robust skills in Microsoft Office Suite
• Current RIBO licence; additional provincial ones preferred
• Understanding of personal insurance and underwriting
• Detail-driven with excellent verbal and written skills
Drive relationship success and policy accuracy in a role that prioritizes client satisfaction and professional integrity.
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