Elevate your career as a Private Client Account Manager at Hello World Recruitment in North York, ON. This role involves delivering exceptional service to high-net-worth clients while enjoying hybrid work flexibility.

At Hello World

Recruitment, we are seeking a dedicated Private Client Account Manager for a respected brokerage in North York. The ideal candidate will possess at least five years of VIP insurance experience and a valid R.I.B.O. license. You will manage client accounts, conduct renewal reviews, and identify opportunities for cross-selling or up-selling additional products. Key Responsibilities:

- Respond promptly to client inquiries via phone and email
- Conduct renewal reviews and provide policy recommendations
- Identify cross-selling and up-selling opportunities
- Process renewals and claims through EPIC efficiently
- Maintain high levels of documented client service Requirements:
- Minimum 5 years of VIP insurance experience
- Valid R.I.B.O. license required
- Proficiency with EPIC brokerage system
- Solid knowledge of insurance carriers
- Experience in MS Outlook, Excel, and Word Enhance your skills in managing high-net-worth client relationships and account operations at Hello World Recruitment.

📌 Private Client Account Manager in North York (Toronto)
🏢 JobsMedia.io
📍 Toronto