VIP Account Executive
Are you passionate about providing exceptional service and expertise to high-net-worth clients? We’re seeking a VIP Account Executive to manage a dedicated book of high-net-worth personal insurance clients with diverse and complex portfolios. If you’re driven, client-focused, and ready to make an impact, this role could be your next career opportunity.
Role Overview:
As a VIP Account Executive, you’ll support high-net-worth clients by managing tailored personal insurance portfolios, providing superior service and retention-focused relationship management. You’ll also collaborate with Commercial Insurance colleagues to ensure clients’ needs are fully met.
Responsibilities:
- Manage an assigned book of high-net-worth personal insurance clients, prioritizing retention and delivering exceptional service.
- Work collaboratively with Commercial Insurance team members to provide comprehensive solutions.
- Build and maintain strong client relationships through clear communication and expert advice.
- Handle portfolio renewals, additions, and complex risk assessments.
Qualifications:
- 2-5 years of experience in a similar role, with a Level 2 General Insurance License.
- Strong understanding of the Private Client insurance market and expertise in Property & Casualty insurance.
- Ability to thrive in a deadline-driven environment, managing multiple priorities effectively.
- Excellent written and verbal communication skills, with proficiency in Microsoft Office Suite.
- Preferred qualifications: CAIB, CIP, or other related designation, and experience with EPIC.
Why Join Our Team?
- A supportive, inclusive work culture that values your growth and contributions.
- Competitive compensation and benefits, with an RRSP match and referral incentives.
- Flexibility in work arrangements, plus paid educational opportunities and training.
- Opportunities for career advancement within a thriving organization.
