Private Client Account Manager – Personal Lines Insurance

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 natalie@helloworldrecruitment.ca.

 

Apply on this job


Related job offers

Personal property and casualty insurance broker

Assurances Gilles Bazinet is much more than a company: it's a close-knit, dynamic, and welcoming team where each member is recognized, valued, and listened to. We evolve together, we surpass ourselves together, and above all, we grow together. With...

Courtier(ère) – Assurance aux particuliers Brossard

CA$60,000.00 to CA$70,000.00 per year

☀️ 𝐂𝐨𝐮𝐫𝐭𝐢𝐞𝐫 𝐚𝐮𝐱 𝐩𝐚𝐫𝐭𝐢𝐜𝐮𝐥𝐢𝐞𝐫𝐬 𝐬𝐮𝐫 𝐥𝐚 𝐑𝐢𝐯𝐞-𝐒𝐮𝐝++ 𝐞𝐭 𝐩𝐫ê𝐭 à 𝐞𝐱𝐩𝐥𝐨𝐫𝐞𝐫 𝐥𝐞 𝐦𝐨𝐧𝐝𝐞 𝐝𝐞𝐬 𝐚𝐬𝐬𝐮𝐫𝐚𝐧𝐜𝐞𝐬 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥𝐞𝐬 ? ☀️ Vous êtes au bon endroit ! 🍤 Ce cabinet est presque...

Courtier(ère) – Gestion privée

CA$60,000.00 to CA$70,000.00 per year

Vous avez une solide expérience en assurance et en gestion de clients haut de gamme ? Vous excellez dans le service et savez vous adapter à tous types d’interlocuteurs ? 💼 Rejoignez-nous ! 💼 Nous recherchons des courtiers passionnés et...

Courtier(ère) – Service à la clientèle

CA$55,000.00 to CA$69,000.00 per year

Appels aux courtier aux particuliers dans toutes les regions du Quebec et Montreal!!!  Joignez une equipe super dans un cabinet ambitieux qui vous encadreras de A a Z  dans une compagnie 100% quebecoise que sont but est de devenir le leader...

Personal Property and Casualty Insurance Broker – With experience

Gilles Bazinet Insurance is much more than a company: it's a close-knit, dynamic, and welcoming team where each member is recognized, valued, and listened to. We evolve together, we surpass ourselves together, and above all, we grow together. With...

Junior Insurance Producer (Personal and Commercial Lines)

CA$45,000.00 to CA$90,000.00 per year

We are currently recruiting for an Insurance Producer (Junior and/or transitioning from AM, AE, CSR or other role) for a brokerage in the GTA, ON area. 3 Reasons to Apply: 🚀 Join a respected brokerage with great mentoring for junior producers 💰...