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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:

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 .