Private Client Account Manager North York

Elevate your career at Hello World Recruitment as a Private Client Account Manager in North York, ON. Deliver exceptional service to high-net-worth clients and build lasting relationships in a hybrid work environment.

Join a well-established brokerage known for supporting private clients while managing accounts effectively. As a Private Client Account Manager, you will engage in client service, account management, and sales initiatives. This role demands proficiency in the EPIC brokerage system and an understanding of leading insurance carriers.

Key Responsibilities:

• Provide prompt client service through various communication channels

• Conduct renewal reviews and offer competitive policy recommendations

• Identify cross-selling opportunities to expand client portfolios

• Process documentation efficiently in EPIC and company portals

• Maintain high standards of account management and client satisfaction

Requirements:

• Minimum 5 years in the VIP insurance sector

• R.I.B.O. license is necessary

• Proficient with EPIC brokerage system

• Strong knowledge of insurance carriers and private client markets

• Skilled in MS Outlook, Excel, and Word

Bring your expertise in client management and insurance products to Hello World Recruitment in North York.
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