About the Role
Elevate your career as a Private Client Account Manager at a boutique brokerage in the Greater Toronto Area. Focus on high-net-worth clients and enjoy a non-corporate environment.
This close-knit brokerage is seeking a dedicated individual to manage prestigious Private Client accounts. You will be responsible for providing comprehensive claims support while developing effective market strategies. This role affords you the autonomy to influence decisions directly with ownership while serving top-tier clientele.
Key Responsibilities:
• Manage Private Client accounts from inception to completion
• Provide full claims advocacy and support to clients
• Attend client meetings and prepare proposals thoroughly
• Coordinate projects from policy initiation to execution
• Re-market policies within specialty and retail markets
Requirements:
• Experience in Private Client or High-Net-Worth insurance
• Strong servicing and communication skills required
• RIBO license...
This close-knit brokerage is seeking a dedicated individual to manage prestigious Private Client accounts. You will be responsible for providing comprehensive claims support while developing effective market strategies. This role affords you the autonomy to influence decisions directly with ownership while serving top-tier clientele.
Key Responsibilities:
• Manage Private Client accounts from inception to completion
• Provide full claims advocacy and support to clients
• Attend client meetings and prepare proposals thoroughly
• Coordinate projects from policy initiation to execution
• Re-market policies within specialty and retail markets
Requirements:
• Experience in Private Client or High-Net-Worth insurance
• Strong servicing and communication skills required
• RIBO license...
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