Take your career to the next level as a Private Client Account Manager with Hello World Recruitment in North York, ON. Focus on premium clients while enjoying hybrid work flexibility.

At a prestigious brokerage, you will play a vital role in managing affluent client accounts. This position entails providing top-notch client service, performing account renewals, and creating tailored offers. Your ability to leverage knowledge about the insurance industry will be crucial in cross-selling additional products to enhance client satisfaction.

Key Responsibilities:
• Handle client service inquiries promptly via various channels
• Review and recommend policy renewals to clients
• Discover upsell opportunities across existing accounts
• Process necessary transactions using EPIC systems
• Manage documentation accurately and efficiently

Requirements:
• 5 years of experience in VIP insurance
• Required R.I.B.O. license
• Must be proficient with EPIC brokerage software
• Solid understanding of high-net-worth clients' needs
• Experience with MS Outlook, Excel, and Word

Utilize your expertise in insurance and client management within a successful brokerage in Ontario.
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📌 Account Manager for Private Clients in ON (Ontario)
🏢 JobsMedia.io
📍 Ontario