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 prospects 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
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📍 Toronto