Private Client Account Manager – Personal Lines Insurance at Hello World Recruitment — NeverHard
Private Client Account Manager – Personal Lines Insurance at Hello World Recruitment in North York, Toronto. Skills: Cross-selling, EPIC, HNW client management, High Net Worth Clients, Personal Lines Insurance. Apply on NeverHard.
Company
Hello World Recruitment
Location
North York, Toronto
Type
full_time
Required skills:
Cross-selling
EPIC
HNW client management
High Net Worth Clients
Personal Lines Insurance
RIBO License
Sales
Private Client Account Manager – Personal Lines Insurance
(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
alexander
@helloworldrecruitment.ca
.