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 (Canada)
🏢 JobsMedia.io
📍 Canada