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 prospects 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