Insurance Account Manager, Private Client - Oshawa

Raymond James Ltd. is seeking an organized and self-motivated PCG Operations Associate to join the Private Client Group Administration team for 18 months. · ...

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. · Support Investment Professional(s) in providing first-class wealth management services to our c ...

Job summaryThis is a people leadership role for someone who understands complex personal insurance high-value homes and autos and the judgment calls that come with them. · ...

We are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. · 8+ years of progressive leadership experience in insurance, preferably in a private client or high-net-worth environment · ...

Job summary · At Gallagher we help clients face risk with confidence because we believe that when businesses are protected they're free to grow lead and innovate. · Supporting a designated portfolio of clientele playing a meaningful role in business retention and building upon cu ...

+This is a remote position focused solely on sales – no service. Lead flow provided. · +Call high-net-worth prospects who have requested more information · Meet with prospects to evaluate their personal situation and provide solutions · Educate prospective clients on the firm's s ...

You'll be working directly with clients in delivering world-class customer service Gallagher is so well known for supporting a designated portfolio of clientele playing a meaningful role in business retention and building upon customer relationships. · Supporting client inquiries ...

This is a remote position focused on sales with lead flow provided. The role allows you to work from home and presents wealth management solutions to high-net-worth prospects. · ...

The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations, delivery of services / solutions in accordance with established service levels, quality standards, compliance and regulatory guidelines. · Lead, coa ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. · ...

We innovate. · We collaborate. · We push ourselves and one another to be more than we were the day before. · ...

Welcome to Private Client Advice Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to win ...

We are looking for an experienced Private Client Insurance Broker/Client Manager to attract, build and retain strong relationships with our VIP/high-net-worth clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished ind ...

The Team Lead is focused on providing leadership and strategic direction within our Private Client practice. · ...

Our Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio. · ...

The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations. · ...

The Private Client Services Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals. · Handle renewals · Process endorsements · Assess risk exposures · ...

We are seeking an experienced and motivated Private Client Insurance Broker to join our team. · 5-10 years of experience in Personal Lines Insurance, with a focus on high-net-worth clients. · Active RIBO license required; CIP, CRM, or related designations considered assets. · ...

Our client is seeking a Personal Insurance Account Manager who will report to the Team Lead of Personal Lines - Servicing. · ...

Hillsdale Investment Management Inc. is an independent investment boutique managing assets on behalf of institutional and private wealth investors. · Manage daily operational processes including trade entry transaction requests and compliance documentation. · Support client onboa ...