Senior Client Relationship

2 weeks ago


Burnaby, Canada DGA Careers Full time
strong> Senior Private Client Services Account Manager - Remote- 9494Description

Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team. They pride themselves on their exceptional service and providing clients with the best possible broker experience. p>

Note: The position can be remote, but the successful candidate must reside in BC.

WHO YOU ARE:

You are someone who thrives on giving great customer service and a team player who rolls up their sleeves. You are friendly, dynamic and can keep up in a busy environment without compromising the quality of your work.

Work with clients, assess risk and negotiate the best terms, including some front-line underwriting.Advise clients on matters of coverage and pricing, and place risk with the appropriate market.Contact clients to advise of any changes in the market or to their policies.Successfully resolve any problems or complaints.
  • Level 2 licence.
  • Minimum 5+ years High Net Worth experience (and familiarity with those portals).
  • Excellent technical skills.
  • Passionate about customer service.Information
    • Job Type: Full-Time
    • Expertise: Broker-Customer Service, Broker-Personal
    • Minimum experience required:


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