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.

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