Account Manager for Private Clients in ON
4 days ago
Winnipeg, Manitoba, Canada
JobsMedia.io
Full-time
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Take your career to the next level as a Private Client Account Manager with Hello World Recruitment in North York, ON. Focus on premium clients while enjoying hybrid work flexibility.
At a prestigious brokerage, you will play a vital role in managing affluent client accounts. This position entails providing top-notch client service, performing account renewals, and creating tailored offers. Your ability to leverage knowledge about the insurance industry will be crucial in cross-selling additional products to enhance client satisfaction.
Key Responsibilities: • Handle client service inquiries promptly via various channels • Review and recommend policy renewals to clients • Discover upsell opportunities across existing accounts • Process necessary transactions using EPIC systems • Manage documentation accurately and efficiently
Requirements: • 5 years of experience in VIP insurance • Required R.I.B.O. license • Must be proficient with EPIC brokerage software • Strong understanding of high-net-worth clients' needs • Experience with MS Outlook, Excel, and Word
Utilize your expertise in insurance and client management within a successful brokerage in Ontario.
At a prestigious brokerage, you will play a vital role in managing affluent client accounts. This position entails providing top-notch client service, performing account renewals, and creating tailored offers. Your ability to leverage knowledge about the insurance industry will be crucial in cross-selling additional products to enhance client satisfaction.
Key Responsibilities: • Handle client service inquiries promptly via various channels • Review and recommend policy renewals to clients • Discover upsell opportunities across existing accounts • Process necessary transactions using EPIC systems • Manage documentation accurately and efficiently
Requirements: • 5 years of experience in VIP insurance • Required R.I.B.O. license • Must be proficient with EPIC brokerage software • Strong understanding of high-net-worth clients' needs • Experience with MS Outlook, Excel, and Word
Utilize your expertise in insurance and client management within a successful brokerage in Ontario.
