Personal Lines, High Net Worth Account Manager
HYBRID AFTER TRAINING
Want to be part of one of the Top 10 Insurance Brokerages in Canada?
Looking for a role that will help you grow and advance your career?
We are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for Personal Lines High Net Worth Account Manager that has a strong work ethic, excellent team communication skills, is highly motivated and detail oriented.
Primary Duties
• Respond to all client inquiries in a timely manner
• Review, analyze and counsel coverages, identifying any discrepancies on book of business
• Process and/or review all transactions
• Manage client policy renewals as well as re-market existing clients
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
• Evaluate policy coverage terms and limits relative to client needs and risk profile
• Manage and service books of business for VIP clients with “white glove” service
• Maintain professional relationships with clients and underwriters
Qualifications
• RIBO Licensed
• Working towards or have CIP or CAIB
• Experience with high-net-worth insurance carriers
• 5-7 years’ experience in Personal Lines, included client facing and knowledge in high net worth carriers
• 3+ years’ experience in managing and servicing a High-Net-Worth Personal Lines book of business
• Strong organizational skills and attention to detail
• Positive attitude with outstanding interpersonal and communication (oral & written) skills
• Must be able to work in office or a hybrid work model
• Experience with Acturis an asset
Benefits
We offer a robust benefits and vacation package that covers
• Medical Benefit
• Dental Care
• Vision Care
• Disability Insurance
• Extended Health Care
• RRSP
Other exciting perks
• On-site gym
• Employee Referral Program
• Company Events
• Company provided snacks/fruit/coffee/tea
Salary will be commensurate with experience with a range of $75-85k with commissions on any NB (50%) and Renewals (25%) brought to the company
Want to know more? Let's Talk! Call or text me at 519-572-6095
Cindy Gowing, PRC
AIRS, Certified Professional Recruiter
JOB-BORN Executive Search Inc.
519-572-6095
BIG ENOUGH TO SERVE YOU …small enough to know you