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