Private Client Services (PCS) Account Manager | Hybrid

Private Client Services Account Manager

High Net Worth Personal Lines | Toronto, ON | Hybrid | Full Time, Permanent
$65,000 to $115,000 + Variable Compensation & Performance Bonus

Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.

This is an opportunity for a Personal Lines insurance professional with strong client relationship skills and experience working with high-value homes, automobiles, and complex personal insurance portfolios.

You will manage a diverse portfolio of private clients and work closely with Producers and insurance partners to deliver a high level of service and insurance expertise.

What We’re Looking For

• Active RIBO license in good standing

• Minimum 5 years of Personal Lines Insurance experience

• Experience servicing high-value homes and automobiles is strongly preferred

• Strong understanding of Personal Lines coverage and risk exposures

• Proven ability to identify coverage gaps and round out accounts

• Strong client relationship and sales skills

• Excellent communication, presentation, and negotiation abilities

• Strong organizational skills and attention to detail

• EPIC experience is an asset

• CAIB, CIP, or other insurance designations are an asset

• Experience with high-net-worth insurance products or Private Client Services is an asset

What You’ll Be Doing

• Manage a portfolio of Private Client Services accounts

• Handle renewals, endorsements, policy changes, and other account servicing requirements

• Assess client risk exposures and identify coverage needs

• Provide knowledgeable insurance advice to high-value clients

• Review accounts and identify opportunities to round out coverage

• Build and maintain strong client relationships

• Work closely with Producers and insurance partners

• Negotiate and communicate effectively with clients and insurers

• Maintain accurate and organized account documentation

Compensation & Benefits

• $65,000 to $115,000 annual compensation range

• Variable commission and potential performance-based bonus

• Hybrid work flexibility

• Group RRSP matching

• Paid personal days

• Group health benefits and EFAP

• Professional membership fees, including RIBO, IBAO, and IIC

• Professional development and educational reimbursement

• Professional office environment and free parking