Private Client Account Manager – Personal Lines Insurance

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.

• 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.

If you're interested in this opportunity or would like to learn more, please feel free to reach out to directly at alexander@helloworldrecruitment.ca.