(Salary Negotiable) At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private Client Account Manager with a well-established brokerage in North York, ON . This role is perfect for someone who takes pride in delivering exceptional service to high-net-worth clients and building strong, lasting relationships.
3 Reasons To Apply Be a part of a highly respected brokerage with a reputation for excellence in supporting private clients.
Competitive compensation package + commission opportunities, with full benefits
Hybrid flexibility with options to work from either our Vaughan or North York offices.
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.
Desired Skills 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.
Solid 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.