Private Client Account Manager in North York

Elevate your career as a Private Client Account Manager at Hello World Recruitment in North York, ON. This role involves delivering exceptional service to high-net-worth clients while enjoying hybrid work flexibility.

At Hello World Recruitment, we are seeking a dedicated Private Client Account Manager for a respected brokerage in North York. The ideal candidate will possess at least five years of VIP insurance experience and a valid R.I.B.O. license. You will manage client accounts, conduct renewal reviews, and identify opportunities for cross-selling or up-selling additional products.

Key Responsibilities:

• Respond promptly to client inquiries via phone and email

• Conduct renewal reviews and provide policy recommendations

• Identify cross-selling and up-selling opportunities

• Process renewals and claims through EPIC efficiently

• Maintain high levels of documented client service

Requirements:

• Minimum 5 years of VIP insurance experience

• Valid R.I.B.O. license required

• Proficiency with EPIC brokerage system

• Strong knowledge of insurance carriers

• Experience in MS Outlook, Excel, and Word

Enhance your skills in managing high-net-worth client relationships and account operations at Hello World Recruitment.
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