Private Client Account Manager – Personal Lines Insurance

Private Client Account Manager – Personal Lines Insurance (Salary Negotiable)

We are looking for a Private Client Account Manager with a well-established brokerage located in North York, ON. This role is ideal for someone who takes pride in delivering exceptional service to high‑net‑worth clients while building lasting relationships.

• 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.

• 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.

For more information or to apply, please contact alexander