(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 chance 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.
- 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.

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📌 Private Client Account Manager – Personal Lines Insurance (Toronto)
🏢 JobsMedia.io
📍 Toronto