Private Client Services Account Manager

The Private Client Services Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and insurance partners. You will handle renewals, process endorsements, assess risk exposures, and provide expert insurance advice to our valued clients.

• Active RIBO license in good standing (required)
• Professional designations such as CAIB, CIP, etc., considered an asset

• 5+ years of Personal Lines insurance experience, with preference of experience in servicing high-value homes and automobiles
• Familiar with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), Northbridge Onyx, or Pure Insurance is considered an asset
• Experience with EPIC is considered an asset

• Proficient in Microsoft Office (Word, Excel)
• Strong organizational skills with attention to detail
• Proven ability to identify coverage needs and round-out accounts effectively

• Excellent interpersonal, presentation, communication, and negotiation skills
• Demonstrated sales ability and client relationship-building skills
• Team player with a strong work ethic
• Committed to delivering professionalism and expertise to clients

Compensation is based on a full-time 35-hour work week and will be dependent upon the successful candidate's qualifications and experience, with consideration given to internal equity. It includes variable commissions and potential performance-based bonus.

They offer an attractive compensation package and commission incentives, plus:

• Hybrid work flexibility
• Matching Group RRSP contribution
• Two paid personal days each year
• EFAP available through our group health benefits
• Professional membership fees (including RIBO, IBAO, IIC)
• Professional development and educational reimbursement
• Free parking and professional office space