Deliver exceptional service and build lasting relationships as a Private Client Account Manager in North York, ON, with Hello World Recruitment. Join a respected brokerage specializing in high-net-worth clients.

We are seeking a dedicated Private Client Account Manager with over 5 years of VIP insurance experience. You will excel in client support, account management, and cross-selling opportunities to enhance relationships. Utilize your skills in the EPIC brokerage system and knowledge of insurance carriers to thrive in this hybrid role.

Key Responsibilities:
• Respond promptly to client inquiries via multiple channels
• Conduct renewal reviews and provide policy recommendations
• Identify cross-selling and up-selling opportunities for clients




• Process renewals, endorsements, and claims efficiently
• Maintain accurate documentation using EPIC and company portals

Requirements:
• Minimum 5 years in VIP insurance space
• R.I.B.O. license is mandatory
• Proficient in EPIC brokerage system
• Solid knowledge of insurance carriers in the market
• Proficient in MS Outlook, Excel, and Word

Bring your expertise in private client service and relationship building to Hello World Recruitment’s team.
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📌 Private Client Account Manager North York (Ontario)
🏢 JobsMedia.io
📍 Ontario