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 [email protected].

Manage high-net-worth client accounts by conducting renewal reviews, providing quotes, and remarketing policies. Handle daily client inquiries and process endorsements and claims using the EPIC system.

Requires a minimum of 5 years of experience in VIP insurance and a valid R.I.B.O. license. Proficiency with the EPIC brokerage system and knowledge of private client insurance carriers is essential.

• Full Benefits • Commission Opportunities

• Service à la clientèleSouhaitée
• Account ManagementSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Service
• Account Management
• Cross-selling
• Up-selling
• EPIC Brokerage System
• R.I.B.O. License
• Private Client Insurance
• MS Outlook
• MS Excel
• MS Word

• Finance & Accounting
• Sales
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

5 oct. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level