Insurance Account Manager, Private Client - Toronto, Ontario, MXE, Canada
1 week 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.We are seeking a highly skilled Insurance Account Manager to join our team in Toronto. As an Insurance Account Manager at NFP you will be responsible for delivering 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 marketing strategy for new business as well as renewals of assigned book of business assisting insurer portal transactions required Provide professional prompt client service new existing client accounts including questions coverage billing reporting claims audits etc Manage build relationships assigned Centres Influence wealth management firms art appraisers real estate firms grow assigned portfolio Attend industry carrier training sessions ensure well versed products services available Function first-line underwriters qualifying maintaining promoting sound quality business Achieve new business targets generate revenue growth opportunities identifying needs additional lines coverage cross-selling internally P C lines Group Benefits Wealth Management departments generating referrals opportunities Maintain positive long-term relationships clients insurance carrier representatives NFP staff.
Job description
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