Enhance your career at Hello World Recruitment as a Private Client Account Manager in North York, ON. This hybrid role supports high-net-worth clients with exceptional service and relationship building. We are looking for a Private Client Account Manager with at least five years in VIP insurance to join our respected brokerage.

This position combines client service, account management, and sales opportunities while working with a flexible hybrid mode between Vaughan or North York. Candidates must possess a R.I.B.O. license and experience with the EPIC system. Key Responsibilities:

- Respond promptly to client inquiries via phone, email, and fax
- Conduct renewal reviews and provide policy recommendations
- Identify cross-selling and up-selling opportunities
- Process renewals, endorsements, and claims accurately
- Maintain client records and account documentation efficiently Requirements:
- Minimum 5 years in the VIP insurance sector
- R.I.B.O. license is mandatory
- Proficiency in EPIC brokerage system
- Strong knowledge of insurance carriers and products
- Skilled in MS Outlook, Excel, and Word Utilize your expertise in high-net-worth client service and insurance management at Hello World Recruitment.

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