Private Client/vip Insurance Account Manager

3 days ago

Westmount, Canada Blanket Full time

Location: Montreal/Toronto/Hybrid

Description

Private Client/VIP Insurance Account Manager

Blanket is seeking an energetic individual to join our rapidly expanding brokerage. The qualified

individual will take responsibility for understanding our high-net-worth client’s insurance needs in order

to nurture and manage the client relationship to ensure the highest level of client service. This role is to

manage and coordinate the day to day functions of the account through efficient communication,

expert knowledgealong with accurate use of systems and technology.

This would be a great opportunity for someone looking to join a dynamic organisation and also join the

commercial team in providing high levels of efficiency and service for their private and commercial

account insurance needs.

Duties and Responsibilities:

- Account service coordination and first point of client contact
- Arrange and participate in meetings, conferences and project team activities
- Preparation of all client documentation including invoices and certificates of insurance
- Manage workload according to importance and prioritize effectively
- Administration of the client renewal process
- Correspondence with Underwriters
- Cross selling and upselling to other lines of business
- Follow up on outstanding documents from the Insured or from the Insurer
- Coordinate with Insurers as required to support the broking function
- Checking policy documents for accuracy
- Prospective client research

**Skills**:

- Computer proficiency in MS Office products such as Word and Excel
- Experience with The Agency Manager (EPIC) is an asset
- Experience with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA) or Northbridge

Onyx is an asset

Information
- City: Montreal, Toronto
- Market segment: VIP Personal & Commercial Insurance
- Job Type: Part Time moving to Full Time.
- Education: - CAIB or CIP designation, or working towards is considered an asset
- Expertise: Broker-Customer Service, administrative, Broker-Personal, Broker-Commercial
- Minimum experience required: 5 Years
- License: Quebec & Ontario

**Responsibilities**:

- Develop and maintain relationships with clients and other stakeholders.
- Manage and monitor customer accounts.
- Analyze customer data to identify trends and opportunities for improvement.
- Provide advice on insurance products and services.
- Negotiate contracts with customers and other stakeholders.
- Ensure compliance with insurance regulations and industry standards.
- Develop strategies to increase customer retention and loyalty.

**Job Type**: Part-time

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Account management: 5 years (preferred)

Work Location: Hybrid remote in Westmount, QC H3Z 2Y5

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