Private Client Account Manager – Personal Lines Insurance

Job summary

Manage high-net-worth client accounts by conducting renewal reviews, providing comparison quotes, and processing policy changes. Focus on maintaining high service levels while identifying opportunities to cross-sell and up-sell insurance products.

Job details

(Salary Negotiable) At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private Client Account Manager with a well-established brokerage in North York, ON. This role is perfect for someone who takes pride in delivering exceptional service to high-net-worth clients and building strong, lasting relationships. 3 Reasons To Apply 🤝 Be a part of a highly respected brokerage with a reputation for excellence in supporting private clients. 💸 Competitive compensation package + commission opportunities, with full benefits 🏠 Hybrid flexibility with options to work from either our Vaughan or North York offices. Responsibilities Client Service & Support: Respond promptly to client inquiries via phone, email, and fax, ensuring a high level of service is always maintained. Account Management: Conduct renewal reviews, provide recommendations, offer comparison quotes, and remarket policies as needed to retain and grow the book of business. Sales & Cross-Selling: Keep an eye on total account awareness and identify opportunities to cross-sell and up-sell additional products to clients. Document Management: Process renewals, endorsements, claims, and change requests via EPIC and company portals efficiently and accurately. Desired Skills Minimum 5 years of experience in the VIP insurance space. R.I.B.O. license is required. Proficiency with EPIC brokerage system is a must. Strong knowledge of insurance carriers (e.g., Aviva Ovation, Intact Prestige, Northbridge Onyx, Chubb) and the private client insurance market. Proficient in MS Outlook, Excel, and Word. Contact If you're interested in this opportunity or would like to learn more, please feel free to reach out to directly at [email protected].

What you’ll do

Manage high-net-worth client accounts by conducting renewal reviews, providing comparison quotes, and processing policy changes. Focus on maintaining high service levels while identifying opportunities to cross-sell and up-sell insurance products.

Requirements

Requires a minimum of 5 years of experience in VIP insurance and a mandatory R.I.B.O. license. Proficiency with the EPIC brokerage system and knowledge of specific high-end insurance carriers is essential.

Benefits

• Full Benefits • Commission Opportunities

Listed skills

• Account Management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Private Client Insurance
• Account Management
• EPIC Brokerage System
• R.I.B.O. License
• Cross-selling
• Up-selling
• Client Relationship Management
• Policy Remarketing
• MS Outlook
• MS Excel
• MS Word

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support