Insurance Account Manager, Private Client - Markham
4 weeks ago
Job summary
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 individuals and families.Responsibilities:
- Deliver extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures, and advising the customer on why the solutions are the best fit for them
- Work with backend service team in preparation of applications, specifications, and marketing strategy for new business as well as the renewals of an assigned book of business assisting with insurer portal transactions as required
- Provide professional and prompt client service for new and existing client accounts including client questions on topics such as coverage billing reporting of claims audits etc
- Manage build relationships with assigned Centre's of Influence i.e wealth management firms art appraisers real estate firms etc.
Job description
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