Elevate your career as a Private Client Account Manager for a prestigious brokerage in North York, ON. Focus on delivering outstanding service while managing high-net-worth client accounts.
This role requires at least five years in the VIP insurance space. You will be responsible for client service and support, account management, and identifying opportunities for sales and cross-selling services. Proficiency in the EPIC brokerage system is essential, as is a R.I.B.O. license to effectively handle account renewals and claims.
Key Responsibilities:
• Respond promptly to client inquiries through various channels
• Conduct renewal reviews and recommend policy updates
• Identify cross-sell and up-sell opportunities
• Efficiently process renewals and claims via EPIC
• Maintain strong relationships with high-net-worth clients
Requirements:
• Minimum of 5 years' experience in VIP insurance
• Valid R.I.B.O. license required
• Proficient in EPIC brokerage system...