Client Manager, Private Client Concierge Group
- Newmarket, ON
- Hybrid
- Posted Sep 16, 2026
- 1 position
Opens an external site
- Employment type
- Full-time
- Experience level
- Senior · 5+ years
- Minimum education
- Professional degree
- Apply by
- Sep 14, 2027
- Posting language
- English
- Working hours
- 35 hours per week
Job summary
Provide exceptional customer service, sales, and retention efforts for high-net-worth concierge clients. Collaborate with internal teams to offer comprehensive insurance solutions and contribute to premium growth targets.
Job details
Provide exceptional customer service, sales, and retention efforts for high-net-worth concierge clients. Collaborate with internal teams to offer comprehensive insurance solutions and contribute to premium growth targets. Requires an active RIBO license and typically more than 5 years of personal lines insurance experience. Candidates must possess strong computer skills, specifically with broker management systems, and demonstrate excellent communication and multi-tasking abilities.
What you’ll do
Provide exceptional customer service, sales, and retention efforts for high-net-worth concierge clients. Collaborate with internal teams to offer comprehensive insurance solutions and contribute to premium growth targets.
Requirements
Requires an active RIBO license and typically more than 5 years of personal lines insurance experience. Candidates must possess strong computer skills, specifically with broker management systems, and demonstrate excellent communication and multi-tasking abilities.
Benefits
- Annual bonus plan
- Matching RRSP plan
- Referral commission plan
- Health care spending account
- Continuing education support
- License fee reimbursement
- Professional membership dues reimbursement
Listed skills
- Customer service · Preferred
- Retention · Preferred
- Sales · Preferred
- Multi-Tasking · Preferred
- Communication Skills · Preferred
- Upselling · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Personal lines insurance
- Customer service
- Sales
- Retention
- Upselling
- Broker management systems
- Epic
- Ars
- Quotation skills
- Cross-selling
- Remarketing
- Communication skills
- Multi-tasking
- Insurance counseling
Job areas
- Finance & Accounting
- Customer Service & Support
- Sales
- Consulting
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