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. #J-18808-Ljbffr

📌 Account Manager for Private Clients in ON (Winnipeg)
🏢 JobsMedia.io
📍 Winnipeg