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27 Feb
2023
Full-Time Personal Lines Account Manager- High Net Worth (VIP) – Hybrid
Job Description
Personal Lines Account Manager- High Net Worth (VIP)
Offering:
Competitive compensation package
Pension and RRSP contribution
Support with Insurance related education
4 weeks vacation + floater(s)
Benefits
The Role:
- Build relationships with Sales Brokers, Insureds, Underwriters and other business partners
- Providing support to the Private Client team for instance preparation of Insurance Summaries, renewal/endorsement letters and processing of endorsements
- Reviewing and ensuring accuracy of policy documents prior renewals
- Processing of client payments and invoicing as well as handling client billing inquiries Managing incoming mail and e-docs
- Assisting the Private Client Brokers in preparing new business quotations in a timely and accurate manner
- Exercising your skills at re-marketing and quoting new business
- Contributing to premium growth targets by up-selling and cross-selling
- Assisting and counselling clients on claims and loss mitigation measures Maintaining all files in accordance with Best Practices
Skills:
- 2+ years of experience working with a Private Client – High Net Worth Book
- Possess a valid RIBO license in good standing
- Working knowledge of Broker systems
- Proficient in Compu Quote, MS Word and Excel;
- Excellent verbal and written skills
How to Apply
To apply for this role or to see other opportunities. elaine@insurancetalentgroup.com or text 647-282-6158346 total views, 1 today
