Manager, Client Services

1 week ago

Montréal QC, Canada DGA Careers Full time

Our client, a leading international property and casualty insurance consulting and brokerage firm, is currently looking for a Private Client Account Manager to join its Montreal office. You will develop and manage a portfolio – private clients through the organisation's existing client network in other business lines. You analyse the client's needs, advise them and provide them with the insurance coverage best suited to their situation. This role is a hybrid of portfolio management and business development.
Work with internal business partners to present the personal lines of business value proposition to stakeholders with personal risk profiles.

Build close relationships with Private Client Managers (new and existing), through all internal sources and encourage them to use a broker, or to change brokers or insurers;
Create an external network of prospects, leveraging existing business relationships in the high-net-worth sector and building new relationships with influencers, including real estate agents, wealth managers, car dealerships and anyone else connected to the luxury goods sector;
Assess the lifestyle risks of potential insureds;
Achieve the monthly target of producing new business in an environment that promotes transparency within the client network and activities;

Experience in proposing insurance products to meet the needs of affluent families or individuals an asset;
~ Experience using the EPIC customer management system; and excellent knowledge of Microsoft Office software;
~ Demonstrate initiative and ability to manage your own schedule;
~

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