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Team Lead, Private Client Services

2 weeks ago

Toronto, Ontario, Canada Purves Redmond Limited Full time

The Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional service and sustainable growth. The Team Lead will balance people leadership with direct management of a select portfolio of key client relationships, playing a critical role in strengthening our market presence and driving long-term value for both clients and the firm.

Key Accountabilities

  • Lead, coach, and develop a team of Private Client Advisors, fostering a high-performance, service-excellence culture
  • Oversee day-to-day workflow, capacity planning, and service standards to ensure timely, accurate, and proactive client delivery
  • Manage a portfolio of the firm's key high net worth client relationships, providing bespoke risk and insurance solutions
  • Drive retention, cross-selling, and organic growth within the portfolio
  • Ensure compliance with regulatory requirements, internal client service standards and insurer underwriting guidelines
  • Monitor pipeline activity and sales metrics, providing coaching and accountability to achieve growth objectives
  • Collaborate with senior leadership on strategy, process improvement, and service model enhancements
  • Monitor team performance through KPIs, conducting regular reviews, coaching sessions, and development planning
  • Act as a technical and strategic escalation point for insurance placements, renewals, and claims advocacy
  • Support recruitment, onboarding, and training of new team members
  • Represent the Private Client practice with insurers, underwriting partners, and at client or industry events

Experience Requirements

  • 10+ years of experience in high-net-worth personal insurance
  • Demonstrated experience managing and growing a high net worth or VIP client portfolio, including complex home, auto, excess liability, and specialty risks
  • RIBO license required; CIP, CRM or related designations are considered assets
  • Proficient with insurance management software such as EPIC
  • Strong knowledge of high-net-worth insurers such as Chubb, Intact Prestige, Aviva Ovation and Northbridge Onyx
  • Experience with insurer portals such as Intact, Aviva, Definity, Northbridge are considered an asset
  • Strong relationship management and communication skills
  • Solid knowledge of insurance products, policies, and regulatory environment
  • Self-motivated and team-oriented, with strong communication, negotiation, and organizational skills
  • Results-driven, customer-focused, with strong problem-solving skills
  • Proficient with Microsoft Office tools