Private Client Account Manager North York
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I.
B.
O. license and experience with the EPIC system.
Key Responsibilities
• Respond promptly to client inquiries via phone, email, and fax
• Conduct renewal reviews and provide policy recommendations
• Identify cross-selling and up-selling opportunities
• Process renewals, endorsements, and claims accurately
• Maintain client records and account documentation efficiently
Requirements:
• Minimum 5 years in the VIP insurance sector
• R.
I.
B.
O. license is mandatory
• Proficiency in EPIC brokerage system
• Strong knowledge of insurance carriers and products
• Skilled in MS Outlook, Excel, and Word Utilize your expertise in high-net-worth client service and insurance management at Hello World Recruitment.
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