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High Net Worth Private Client Services Advisor
1 month ago
About the Role:
We are seeking a highly skilled Insurance Professional to join our team as a High Net Worth Private Client Services Advisor. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients, identifying and pursuing new business opportunities, and building strong relationships with our clients and carriers.
Key Responsibilities:
* Provide expert advice and guidance to high net worth clients on their insurance needs
* Identify and pursue new business opportunities to grow our client base
* Build and maintain strong relationships with clients and carriers
* Stay up-to-date with industry trends and developments to provide the best possible service to our clients
Requirements:
* 10 years of experience in Personal Lines
* 5 years of client-facing experience with significant exposure and knowledge of the high-net-worth client & carriers
* RIBO license or ability to obtain one in 3 months, as well as other provincial licenses as required
* Strong insurance knowledge across all asset classes on various topics but not limited to underwriting, pricing, claims, and cross-border exposures
* Excellent interpersonal, communication (verbal & written), and presentation skills
* Great organizational and time management skills
* Positivity combined with a sense of urgency and attention to detail managing deadlines and competing requests; self-starter
* Proficient in MS Office such as Word, Outlook, Teams, Excel & PowerPoint
What We Offer:
* Competitive pay including salary, commission, and bonus potential, along with a comprehensive benefits package
* An exceptional and competitive pension plan with contribution and company match options to suit the employee
* Parental Leave, Tuition Reimbursement plan per year, and participation in our Employee Stock Purchase Plan
* Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
* A comprehensive training program and ongoing professional development
* Employee Resource Groups which provide access to leaders, relevant volunteer, mentoring opportunities, and interactions with counterparts in industry groups and client organizations
Why Join Us:
* We are a leading insurance broker and risk adviser with a global presence
* We offer a dynamic and supportive work environment with opportunities for growth and development
* We are committed to diversity, equity, and inclusion, and strive to create a workplace that is welcoming and inclusive for all employees
How to Apply:
If you are a motivated and experienced Insurance Professional looking for a new challenge, please submit your application, including your resume and cover letter, to us.
