Private Client Services Account Manager - Remote
Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team.
They pride themselves on their exceptional service and providing clients with the best possible broker experience. As well as providing a fun working environment, our client also invests in your professional development providing you many different avenues for growth.
The position can be remote, but the successful candidate must reside in BC
WHO YOU ARE :
You are someone who thrives on giving great customer service and a team player who rolls up their sleeves. You are friendly, dynamic and can keep up in a busy environment and not compromise the quality of your work.
THE ROLE :
- Maintain and organically grow a Personal Lines book of business
- Work with clients, assess risk and negotiate the best terms, including some front-line underwriting
- Advise client on matters of coverage and pricing, and place risk with the appropriate market
- Contact client to advise of any changes in the market or to their policies
- Ensure information is correct and coverage still meets clients’ needs
- Advocate for your client to the insurance carriers
- Document all enquiries, and quotes and produce them in a timely manner
- Successfully resolves any problems or complaints
- Continues to build Industry relationships
- Cross sell and up-sell in order to increase size of book
REQUIREMENTS :
- Level 2 licence.
- Minimum 2+ years High Net Worth (and know those portals) and 5+ years Personal Lines Insurance experience
- Excellent technical skills
- Excellent and clear communication skills
- It is a busy environment; organisational skills must be top notch.
- Passionate about customer service
DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms.
With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope.
Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.
Private Client Services Account Manager - Remote- 9494
Private Client Services Account Manager - Remote. Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team. They pride themselves on their exceptional service and providing clients with the best possible broker experience...
Senior Manager - Tax - Private Client Services - Winnipeg
As a Tax Services Senior Manager, you will be a part of our Business Tax Services practice: Global Compliance & Reporting (GCR) group. Provide Canadian corporate tax services including tax accounting, tax accrual reviews and corporate income tax returns. In this role, you will develop the technical ...
Employment Services Client Success Manager
MCI is looking for an ambitious, self-driven, and experienced Employment Services Client Success Manager to join our team. Successfully implement new client accounts, ensuring they are onboarded and converted to an active client. As a Employment Services Client Success Manager you must be confident,...
Private Client Relationship Manager
Develop and maintain a Private Client Banking book of business through an extensive network of business contacts; manage relationships with affluent clients, prospects, and introduction sources. At least at least 6 years of financial services industry experience in one or a combination of the follow...
Manager, Private Enterprise Core Services
In addition to providing our clients with assurance, accounting, and tax services, we work with other members of our firm to offer a wide range of services. Excellent client service skills with an aptitude to understand the clients' business to develop and maintain strong client relationships. The E...
Account Manager - Environmental Services
As a key member of GFL’s lower mainland team for Environmental Services, you will be committed to growing market share and enhancing our client relationships for industrial and hazardous waste related services. You will be relied upon to source new business with prospective and existing clients and ...
Technical Account Manager- Western Canada (remote)
We are looking to add a Technical Account Manager to our Intrusion team that will be supporting our partners on all Qolsys & DSC products. As a Technical Account Manager for Western Canada, you will be providing technical training and support on the latest security technology to ensure the safety of...
Int Customer Success Manager to be responsible for overseeing the delivery of cyber security managed services, ensuring they meet the highest standards of quality and efficiency for our large telecom client.19082
Int Customer Success Manager to be responsible for overseeing the delivery of cyber security managed services, ensuring they meet the highest standards of quality and efficiency for our large telecom client. We are seeking a dedicated and experienced Client Service Manager to join the Cyber Security...
general manager, sales - trade, broadcasting and other services
Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the establishment of major departments and associated senior staff positions.Co-ordinate the work of regions, divisions or departments.Establish objectives for the organization a...
Services Product Manager (Vancouver British Columbia, Canada Remote)
Must have 3+ years of Services Product Management experience. ...