Private Client Account Manager North York (Toronto)

Private Client Account Manager North York (Toronto)

16 Oct
|
JobsMedia.io
|
Toronto

16 Oct

JobsMedia.io

Toronto

Elevate your career with Hello World Recruitment as a Private Client Account Manager for a prestigious brokerage in North York, ON. Deliver exceptional service to high-net-worth clients while enjoying hybrid work flexibility. This exciting role requires at least five years of experience in VIP insurance.

You will manage client relationships with top-tier service, conduct renewal reviews, and offer personalized insurance solutions. Proficiency in the EPIC brokerage system ensures smooth operations while you offer cross-selling opportunities and maintain documentation. Key Responsibilities:

- Respond to client inquiries via phone, email, and fax
- Conduct renewal reviews and provide tailored recommendations
- Identify cross-selling opportunities to enhance client satisfaction
- Process renewals, endorsements, and claims accurately
- Manage client documentation via the EPIC system Requirements:
- Minimum 5 years in VIP insurance
- Valid R.I.B.O. license
- Proficient with EPIC brokerage system
- Robust understanding of top insurance carriers
- Skilled in MS Outlook, Excel, and Word Bring your expertise to Hello World Recruitment and excel in serving high-net-worth clients.

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

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