Opportunity Description
Elevate your career as a Senior Client Manager in our Ontario hybrid role, tailored for high-net-worth clients. Build lasting relationships while managing personal insurance portfolios efficiently.
This full-time position requires a seasoned professional with a minimum of 10 years in P&C or VIP personal insurance. You will proactively manage client portfolios, ensuring services like renewals and claims align with company standards. Additionally, you will engage with various stakeholders, seeking referrals to expand your portfolio and achieve growth targets.
Key Responsibilities:
• Manage personal insurance portfolios for assigned clients
• Conduct pre-renewal calls to assess client needs
• Handle incoming/outgoing client communications promptly
• Assist with insurer transactions effectively
• Develop relationships with Centres of Influence for growth
Requirements:
• Active RIBO license; additional designations a...
This full-time position requires a seasoned professional with a minimum of 10 years in P&C or VIP personal insurance. You will proactively manage client portfolios, ensuring services like renewals and claims align with company standards. Additionally, you will engage with various stakeholders, seeking referrals to expand your portfolio and achieve growth targets.
Key Responsibilities:
• Manage personal insurance portfolios for assigned clients
• Conduct pre-renewal calls to assess client needs
• Handle incoming/outgoing client communications promptly
• Assist with insurer transactions effectively
• Develop relationships with Centres of Influence for growth
Requirements:
• Active RIBO license; additional designations a...
Interested in this opportunity? Apply now through Expertini.
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