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Concord

    Private Client Account Manager - Concord, Canada - Oracle RMS

    Oracle RMS
    Oracle RMS Concord, Canada

    Found in: Zoho Direct Apply - 2 days ago

    Default job background
    Description

    Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for Personal Lines High Net Worth Account Manager that has a strong work ethic, excellent team communication skills, is highly motivated and detail oriented.

    Primary Duties

    • Respond to all client inquiries in a timely manner
    • Review, analyze and counsel coverages, identifying any discrepancies on book of business
    • Process and/or review all transactions
    • Manage client policy renewals as well as re-market existing clients
    • Cross-sell/upgrade existing coverage and/or present additional coverages as needed
    • Evaluate policy coverage terms and limits relative to client needs and risk profile
    • Manage and service books of business for VIP clients with "white glove" service
    • Maintain professional relationships with clients and underwriters


    Requirements

    • RIBO Licensed
    • Working towards or have CIP or CAIB
    • Experience with high net worth insurance carriers such as Chubb, Intact Prestiage, Aviva Ovation and Northbridge Onyx
    • 5-7 years' experience in Personal Lines, included client facing and knowledge in high net worth carriers
    • 3+ years' experience in managing and servicing a High Net Worth Personal Lines book of business
    • Strong organizational skills and attention to detail
    • Positive attitude with outstanding interpersonal and communication (oral & written) skills
    • Must be able to work in office or a hybrid work model


    Benefits

    At Oracle RMS, we offer a robust benefits and vacation package that covers

    • Medical Benefit
    • Dental Care
    • Vision Care
    • Disability Insurance
    • Extended Health Care

    Other exciting perks Oracle RMS has to offer,

    • On-site gym
    • Employee Referral Program
    • Company Events
    • Company provided snacks/fruit/coffee/tea

    Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

    Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may contact to make a request.


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