Join Hello World Recruitment as a Private Client Account Manager in North York, ON, focusing on high-net-worth clients. Deliver exceptional service and build lasting relationships in a hybrid work environment.

This role at a renowned brokerage offers a chance to manage client accounts effectively. You will support clients by responding to inquiries, conducting renewal reviews, and enhancing account management. This position also emphasizes identifying cross-selling opportunities and utilizing your expertise to elevate service standards.

Key Responsibilities: • Respond to client inquiries via phone, email, and fax • Conduct renewal reviews and provide recommendations • Identify cross-selling and up-selling opportunities • Process renewals, endorsements, and claims efficiently • Manage documentation using EPIC and company portals

Requirements: • Minimum 5 years of VIP insurance experience • R.I.B.O. license required • Proficiency with EPIC brokerage system • Robust knowledge of private client insurance market • Proficient in MS Outlook, Excel, and Word

Bring your expertise in client relations, account management, and insurance knowledge to a respected brokerage in North York. #J-18808-Ljbffr

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