Private Client Services Account Manager
4 days ago
KRGinsure, a trusted tradename of RRJ Insurance Group Ltd. with over a century of heritage (est. 1906), is one of Ontario’s leading brokerages. With branch offices across Southern Ontario and specialties in personal, commercial, specialty, and life insurance, we pride ourselves on tailored solutions, strong market relationships, and dedicated claims support. Position Summary Our Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio, working closely with a collaborative team of professionals, including producers and insurance partners. You will be responsible for handling renewals, endorsements, and assessing risk exposures while providing expert insurance counsel to our valued clients. Licensing & Education Professional designations such as CAIB, CIP, etc., considered an asset Industry Experience 5+ years of Personal Lines insurance experience, with preference of experience in servicing high-value homes and automobiles Familiarity with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), or Northbridge Onyx is considered an asset Experience with The Agency Manager (TAM) and or EPIC is considered an asset Technical & Analytical Skills Proficient in Microsoft Office (Word, Excel) Strong organizational skills with attention to detail Proven ability to identify coverage needs and round‑out accounts effectively Interpersonal Skills Excellent interpersonal, presentation, communication, and negotiation skills Demonstrated sales ability and client relationship-building skills A team player with a strong work ethic Committed to delivering professionalism and expertise to clients Why Join Us Hybrid work flexibility Matching Group RRSP contributions Two paid personal days each year Professional membership fees (including RIBO, IBAO, IIC) Professional development and educational reimbursementNew professional office space RRJ Insurance Group Ltd. is an equal opportunity employer and is committed to reflecting the diversity of the communities it serves. We thank all applicants for their interest; only those selected for an interview will be contacted. If you are contacted, please inform us if you require accommodation during the interview process. #J-18808-Ljbffr
-
Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
-
Private Client Service Associate
7 days ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
-
Private Client Service Associate
1 week ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
-
Private Client Service Associate
4 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
-
Private Client Service Associate
4 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
-
Private Client Service Associate
7 days ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
-
Private Client Service Associate
3 days ago
Toronto, Ontario, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd.Toronto, ONJoin one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
-
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
-
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
-
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
