Senior High-Net Worth Client Manager Role

Shape your future as a Senior Client Manager in Ontario, specializing in high-net worth insurance solutions. This hybrid full-time role calls for a commitment to outstanding client service.
In this position, you will draw on at least 10 years of P&C or VIP personal insurance experience to cater to the unique needs of successful individuals and families. Your responsibilities will include managing client portfolios, conducting pre-renewal evaluations, and facilitating communication for optimal service. Engage with Centers of Influence to support your client growth strategy.
Key Responsibilities:
• Service clients’ insurance portfolios and manage renewals
• Conduct pre-renewal discussions to optimize policies
• Handle client calls and emails to answer inquiries
• Process transactions on insurer portals as needed
• Develop and maintain relationships with industry contacts
Requirements:
• Active RIBO license with 10+ years of experience
• Experience with top-t...