Private ClientHigh Net Worth Account Manager North Shore
Private ClientHigh Net Worth Account Manager North Shore
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Job Description
Job Description
Private Client/High Net Worth Account Manager (North Shore)
Type: InOffice/Hybrid FullTime
About Our Client
Our client is a wellestablished and highly respected insurance brokerage with a strong presence in the North Shore market. With decades of industry expertise they specialize in providing tailored risk management solutions to highnetworth individuals and families. Their commitment to exceptional client service integrity and innovation has earned them a reputation as a trusted advisor in the insurance sector.
As a forwardthinking organization they pride themselves on fostering a collaborative and supportive work environment where employees are valued and empowered to excel in their careers. This role presents an exciting opportunity to work with an elite clientele offering personalized insurance solutions and ensuring the highest level of client satisfaction. If you are a detailoriented clientfocused insurance professional looking to take your career to the next level this position is for you.
Key Responsibilities
As the Private Client/High Net Worth Account Manager you will play a pivotal role in delivering exceptional service and customized insurance solutions to highnetworth clients. Your responsibilities will include:
Client Relationship Management:
Serve as the primary point of contact for highnetworth clients providing expert guidance and personalized service.
Proactively assess client needs and recommend tailored insurance solutions to ensure comprehensive coverage.
Policy Administration & Risk Management:
Manage all aspects of policy administration including renewals endorsements and claims assistance.
Conduct indepth risk assessments and provide strategic recommendations to mitigate potential exposures.
High Net Worth Portfolio Growth & Development:
Develop and maintain strong relationships with clients underwriters and industry partners.
Identify opportunities for new business and crossselling within the highnetworth market segment.
ICBC Autoplan & Personal Lines Expertise:
Provide knowledgeable support on ICBC Autoplan policies and procedures.
Ensure seamless integration of personal lines insurance solutions for highnetworth clients.
Qualifications
To succeed in this role candidates should demonstrate the following:
Education & Experience:
Level 2 General Insurance License is required.
Minimum of 5 years of experience in personal lines insurance.
Proven expertise in handling complex insurance policies and highnetworth clientele.
Technical Skills:
Strong knowledge of ICBC Autoplan policies and procedures.
Proficiency in insurance brokerage management systems and CRM tools.
Key Competencies:
Exceptional communication and interpersonal skills with the ability to build strong client relationships.
A proactive and detailoriented approach to managing client portfolios.
Strong analytical and problemsolving skills ensuring clients receive optimal coverage and risk solutions.
Location Preference:
Strong preference will be given to candidates who live on the North Shore.
Work Schedule
Monday to Friday 9:00 AM 5:00 PM
No weekends required
Apply Today
Please submit your resume directly to Alana Tarchuk via email at referencing Job ID: 75529.
About Us
Executrade is one of Western Canadas most comprehensive fullservice recruitment firms with over 50 years of expertise in connecting talented professionals with leading organizations.
We are proud to apply principles of diversity equity and inclusion in all our recruitment practices ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent fostering workplace cultures that thrive on innovation collaboration and respect.
In accordance with Canadian immigration laws priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.
Required Experience:
Manager
Employment Type
Full-Time
