Explore a rewarding role as a Private Client Account Manager at Hello World Recruitment in North York, ON. Embrace hybrid work options while serving high-net-worth clients.

This exciting prospect with a top-tier brokerage focuses on safeguarding private client interests. As an Account Manager, you will offer excellent client service, manage renewals, and recommend personalized insurance solutions. Your skills will be vital in identifying cross-selling opportunities while efficiently managing documentation processes.

Key Responsibilities:
• Provide prompt responses to client inquiries by phone and email
• Conduct in-depth renewal reviews with clients
• Leverage insights to upsell and cross-sell insurance products




• Efficiently manage documentation with EPIC software
• Process claims and change requests accurately

Requirements:
• Minimum 5 years' experience in the VIP insurance sector
• R.I.B.O. license is mandatory
• Proficiency with EPIC brokerage platform required
• Strong knowledge of private client insurance market dynamics
• Proficient in MS Outlook, Excel, and Word tools

Bring your skills in account management and insurance expertise to a well-respected brokerage in North York.
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📌 Insurance Broker Account Manager North York (Ontario)
🏢 JobsMedia.io
📍 Ontario