Insurance Account Manager, Private Client - Oshawa

At Raymond James, · we · develop, · we · collaborate, · we · decide, · we · deliver, and · we · improve together · . · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solu ...

About Optimize Wealth Management · Optimize Wealth Management is a fast-growing, independent wealth management firm headquartered in downtown Toronto. · We were built for experienced Advisors who want more — more autonomy, stronger economics, institutional-caliber investment capa ...

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration. · Identify, investigate, and resolve all client inquiries, administrative errors etc. · Be a key s ...

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 ...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and pro ...

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 ...

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

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 ...

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. · ...

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 · ...

Application Deadline: · /23/ Address: · 30 St. Clair Avenue West Job Family Group: · Wealth Sales & Service Supports a team of two Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to supp ...

· Job Description · Overview: · Our client is seeking a Personal Insurance Account Manager who will report to the Team Lead of Personal Lines - Servicing. The ideal candidate will be tasked with driving business growth and retention within an existing portfolio. · Why You Should ...

Work Location: · Toronto, Ontario, Canada · *Hours:* · 35 · *Line Of Business:* · TD Insurance · *Pay Details:* · $94,000 - $132,700 CAD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are ...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growin ...

Lead Growth. Elevate Service. Inspire Excellence. · HUB International is seeking an accomplished Assistant Vice President (AVP) to lead our Private Client Group (PCG) within the Personal Insurance Division. Based in Toronto, this senior leader will drive team performance, deliver ...

This role is perfect for someone who takes pride in delivering exceptional service to high-net-worth clients and building strong, lasting relationships. · ...

· Job Description · Our client is looking for someone who enjoys providing full service to their Private Client Services clients.  This individual will work within a unit of professionals, with our producers, our insuring partners and an assigned portfolio of clients handling re ...

We are seeking a Personal Lines Private Client Account Manager to join our team in Toronto. As an anchor for our VIP client narratives, you will forge meaningful connections with clients and drive customer excellence. · Works in a team-based structure with an assigned Account Ass ...

We are seeking a dedicated and detail-oriented Account Associate to join our Private Client Group in Toronto. · Valid RIBO license Required · 1–2 years of experience in personal lines insurance. · ...