Our client, a leading international property and casualty insurance consulting and brokerage firm, is currently looking for a Private Client Account Manager to join its Montreal office.
Do you want your customers to have an out-of-the-ordinary, personalized and exclusive experience? This position is for you.
Your role :
You will develop and manage a portfolio private clients through the organisation's existing client network in other business lines.
You analyse the client's needs, advise them and provide them with the insurance coverage best suited to their situation.
You must constantly seek to build customer loyalty, enrich and develop them. This role is a hybrid of portfolio management and business development.
Your responsibilities :
- Work with internal business partners to present the personal lines of business value proposition to stakeholders with personal risk profiles.
- Build close relationships with Private Client Managers (new and existing), through all internal sources and encourage them to use a broker, or to change brokers or insurers;
- Create an external network of prospects, leveraging existing business relationships in the high-net-worth sector and building new relationships with influencers, including real estate agents, wealth managers, car dealerships and anyone else connected to the luxury goods sector;
- Assess the lifestyle risks of potential insureds;
- Advise and recommend coverage with the highest level of integrity and expertise;
- Achieve the monthly target of producing new business in an environment that promotes transparency within the client network and activities;
The keys to success related to this position :
- 5 to 8 years of experience in damage insurance in a similar position with a broker or insurer;
- Personal lines damage insurance licence issued by the AMF;
- Bilingualism essential;
- Experience in proposing insurance products to meet the needs of affluent families or individuals an asset;
- Experience using the EPIC customer management system; and excellent knowledge of Microsoft Office software;
- Motivated and dynamic person
- Demonstrate initiative and ability to manage your own schedule;
- Demonstrated ability to build lasting relationships with affluent families or individuals;
Private Client Account Manager
You will develop and manage a portfolio – private clients through the organisation's existing client network in other business lines. Build close relationships with Private Client Managers (new and existing), through all internal sources and encourage them to use a broker, or to change brokers or in...
Digital Marketing - Client Account Manager
As a Client Account Manager, you’ll be the main point of contact between internal agency team members and agency clients. DOT & Company is a first-of-its-kind, client account management agency. You will be nurturing client relationships, becoming a trusted advisor and ensuring the communication and ...
Digital Marketing - Client Account Manager
About the role As a Client Account Manager, you’ll be the main point of contact between internal agency team members and agency clients. Responsibilities Be client-facing to speak to timing, deliverables and metrics -- managing internal resources and ensuring projects are staying on track with the t...
Gestionnaire de Compte Satisfaction Client (Secteur Public) / Customer Success Account Manager (Public Sector)
S'associer aux clients pour comprendre leurs objectifs et priorités commerciaux, identifier les opportunités de vente croisée et d'add-on, optimiser l'utilisation, stimuler l'adoption, prioriser les produits et services Microsoft livraison pour répondre aux résultats des clients convenus les plus cr...
Gestionnaire des comptes clients - programme aviation d'affaires / Customer Account Manager - Business Aviation Program
Gérer les comptes clients stratégiques afin d'assurer la satisfaction du client. Liaison principale entre les clients et P&WC, dans le cadre du soutien aux activités de maintenance des clients. Pour chaque compte client, mise en place des niveaux de service et gestion des fournisseurs (les installat...
Gestionnaire de Compte Satisfaction Client / Customer Success Account Manager (Csam)
Baccalauréat en affaires, sociologie, psychologie, informatique ou domaine connexe ET plus de 4 ans de réussite client, de livraison de solutions, de gestion de la pratique, de conseil en contact avec le client ou d'expérience en gestion de portefeuilleOU maîtrise en affaires, sociologie, psychologi...
Gestionnaire de Compte Satisfaction Client / Customer Success Account Manager (CSAM)
Baccalauréat en affaires, sociologie, psychologie, informatique ou domaine connexe ET plus de 4 ans de réussite client, de livraison de solutions, de gestion de la pratique, de conseil en contact avec le client ou d'expérience en gestion de portefeuilleOU maîtrise en affaires, sociologie, psychologi...
Gestionnaire de comptes clients / Customer Account Manager
Vous êtes motivé(e) par l’idée de bâtir et maintenir des relations avec des clients importants et influents dans le but d’offrir un niveau de service et d’expérience client hors pair tout en respectant les ententes contractuelles et en assurant un niveau de profitabilité. En tant que gestionnaire de...
Regional Sales Marketing Manager
Develop a pre/post sales call strategy and make productive sales contacts daily - consisting of in-person calls with top performing partners, zoom meeting calls, webinars, outbound phone calls, small group meetings, metro meetings and utilizing social media to engage with partners within assigned re...
Outside Sales Representative
POSITION: Outside Sales Representative – Greater Montreal. Are you a hunter and solution-driven seller who loves the thrill of cultivating new business and delivering results? The Outside Sales Representative at Polymershapes will represent and sell the most extensive selection of trusted performanc...