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 adaptable hybrid model 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 faxConduct renewal reviews and provide policy recommendationsIdentify cross-selling and up-selling opportunitiesProcess renewals, endorsements, and claims accuratelyMaintain client records and account documentation efficientlyRequirements:Minimum 5 years in the VIP insurance sectorR.I.B.O. license is mandatoryProficiency in EPIC brokerage systemStrong knowledge of insurance carriers and productsSkilled in MS Outlook, Excel, and WordUtilize 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