High Net Worth Insurance Professional

4 weeks ago

Toronto, Ontario, Canada Oracle RMS Full time

We are seeking a highly motivated and detail-oriented Insurance Brokerage Specialist to join our team at Oracle RMS. As a Personal Lines Account Manager - High Net Worth, you will be responsible for managing and servicing a High Net Worth Personal Lines book of business.

Key Responsibilities
  • Respond to client inquiries in a timely manner and provide exceptional customer service.
  • Review and analyze client coverages, identifying any discrepancies and providing recommendations for improvement.
  • Process and review all transactions, ensuring accuracy and efficiency.
  • Manage client policy renewals and re-market existing clients to increase revenue.
  • Cross-sell and upgrade existing coverage and present additional coverages as needed.
  • Evaluate policy coverage terms and limits relative to client needs and risk profile.
  • Provide white-glove service to VIP clients, maintaining professional relationships and ensuring their needs are met.
Requirements
  • RIBO Licensed
  • Working towards or have CIP or CAIB
  • Experience with high net worth insurance carriers such as Chubb, Intact Prestige, Aviva Ovation, and Northbridge Onyx
  • 5-7 years' experience in Personal Lines, including client-facing and knowledge in high net worth carriers
  • 3+ years' experience in managing and servicing a High Net Worth Personal Lines book of business
  • Strong organizational skills and attention to detail
  • Positive attitude with outstanding interpersonal and communication (oral & written) skills
  • Ability to work in an office or hybrid work model
Benefits

At Oracle RMS, we offer a comprehensive benefits and vacation package that includes:

  • Medical Benefit
  • Dental Care
  • Vision Care
  • Disability Insurance
  • Extended Health Care
  • Employee Assistance Program

We also offer exciting perks such as an on-site gym, employee referral program, company events, and company-provided snacks/fruit/coffee/tea.

Salary will be commensurate with experience. We thank all applicants, but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, welcoming applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may contact us to make a request.

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