Client Executive, Private Client Insurance
1 week ago
Private Client Services
• Toronto, ON
• Job ID: Job ID: PRL110
Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.
RoleThe Client Executive, Private Client Insurance is responsible for managing and growing a portfolio of high-net-worth clients. The role focuses on delivering exceptional service, supporting business development initiatives, and providing tailored risk and insurance solutions. Working closely with internal producers and specialists, the Client Executive ensures the effective execution of strategies that support growth, client satisfaction and retention.
Key Accountabilities- Manage a book of existing clients within the Private Client Team, delivering high standards of service and timely issue resolution
- Contribute to new business growth and overall departmental goals
- Collaborate with internal producers to develop and execute business development strategies, identify new opportunities, and generate leads through networking and referrals
- Gather and analyze data on potential markets, clients, and sales opportunities
- Participate in client meetings, presentations, and negotiations across departments and business areas
- Develop and maintain long-term relationships with clients, prospects and key industry stakeholders
- Identify and pursue cross-sell and up-sell opportunities with existing accounts
- Conduct risk assessments and coverage reviews; recommend tailored insurance solutions
- Conduct thorough annual client renewal reviews in a timely manner, negotiate policy terms with insurers and present submissions and policy requests
- Maintain accurate client files and ensure timely processing of endorsements, renewals and other documentations
- Support clients throughout the claims process, assist and counsel clients on claims management and loss mitigation strategies
- Stay abreast of market trends, industry developments, and competitor activities to identify new sales opportunities
- 10+ years of experience in high-net-worth personal insurance
- 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, Northbridge are considered an asset
- Experience in cross-border placements with third party brokers is considered and 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
- Excellent interpersonal and teamwork abilities
- Proficient with Microsoft Office tools
- Ability to travel periodically to other offices as needed
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