Serve Private Client Services customers through insurance expertise, renewals, and risk assessment in a professional account management role.

This full-time Account Manager handles an assigned portfolio of Personal Insurance and Private Client Services clients. You will work with producers, insuring partners, and professional colleagues while preparing applications and proposals. The position also involves recommending suitable insurance programs and guiding clients through claims.

Key Responsibilities:

- Handle client renewals and policy endorsements
- Assess risk exposures across assigned client portfolios
- Recommend suitable insurance programs and coverage solutions
- Prepare insurance applications and proposals
- Guide clients through the claims process

Requirements:

- Five or more years of Personal Lines experience
- Private Client Services experience preferred
- Active RIBO license in good standing required
- Robust insurance technical knowledge
- Proficiency with Microsoft Word and Excel

Apply your Personal Lines knowledge, client service, and insurance expertise across a distinguished Private Client Services portfolio.

📌 Private Client Insurance Account Manager (Canada)
🏢 InsuranceHires
📍 Canada