Private Client Account Manager North York (Ontario)

Private Client Account Manager North York (Ontario)

31 Jul
|
JobsMedia.io
|
Ontario

31 Jul

JobsMedia.io

Ontario

Elevate your career as a Private Client Account Manager with Hello World Recruitment in North York, ON. Deliver exceptional service to high-net-worth clients in a hybrid work environment.

We are seeking a Private Client Account Manager for a leading brokerage in North York, ON. The ideal candidate will possess a minimum of five years of experience in the VIP insurance sector, focusing on client service, account management, and sales. You will engage clients with prompt responses and proactive management of their insurance needs.

Key Responsibilities:
• Respond promptly to client inquiries via various communication methods
• Conduct renewal reviews and provide tailored recommendations
• Identify cross-selling opportunities and enhance client accounts




• Manage document processing through EPIC and company portals
• Maintain high standards of service for high-net-worth clients

Requirements:
• Minimum 5 years experience in private client insurance
• R.I.B.O. license required for the role
• Proficiency in using the EPIC brokerage system
• Robust knowledge of leading insurance carriers
• Proficiency in MS Outlook, Excel, and Word

Bring your expertise in private client insurance and relationship building to Hello World Recruitment in North York.
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📌 Private Client Account Manager North York (Ontario)
🏢 JobsMedia.io
📍 Ontario

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