Insurance Broker Private Client Account Manager North York, ON
3 Reasons To Apply 🤝 Be a part of a highly respected brokerage
💸 Competitive compensation package commission opportunities,
🏠 Hybrid flexibility
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 natalie@helloworldrecruitment.ca
