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
- Robust 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.

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