Private Client Services Account Manager

Description:

RRJ Insurance Group Ltd. is seeking a skilled and dedicated Private Client Services (PCS) Account Manager to join its growing team in Toronto, ON. This full-time, hybrid position involves managing a diverse portfolio of high-value personal insurance clients. The ideal candidate will have strong experience in high-net-worth personal lines (homes, automobiles) and demonstrate a high level of professional service, insurance expertise, and relationship management.

As a PCS Account Manager, you will work closely with producers and insurance partners to provide tailored insurance solutions, manage renewals and endorsements, and ensure a superior client experience with a consultative, service-first approach.

Key Responsibilities:

• Manage a portfolio of high-net-worth personal insurance clients, including homes, automobiles, and related lines.

• Oversee policy renewals, endorsements, and assess risk exposures.

• Deliver exceptional service and insurance counsel to clients, building long-term relationships.

• Collaborate with producers, underwriters, and insurance carriers to coordinate and implement customized solutions.

• Maintain accurate client records using Agency Management Systems (TAM/EPIC).

• Provide professional client presentations, conduct account rounding, and identify upsell opportunities.

• Maintain a strong understanding of insurer guidelines and product offerings from companies like Chubb, Aviva Ovation, Intact Prestige (GCNA), and Northbridge Onyx.

Required Qualifications:

• RIBO License (active and in good standing) – mandatory.

• 5+ years of experience in personal lines, preferably with high-value clients.

• Strong knowledge of insurer platforms and products.

• Experience with TAM or EPIC systems (preferred).

• Additional designations such as CAIB, CIP, or equivalent will be considered assets.

Skills and Competencies:

• Excellent communication, interpersonal, and negotiation skills.

• Strong sales acumen with ability to round out client accounts.

• Proficiency in Microsoft Office Suite (Word, Excel).

• High attention to detail and customer service orientation.

• Collaborative and team-focused with a positive work ethic.

Why Join RRJ Insurance Group Ltd.:

• Competitive compensation and commission incentives.

• Hybrid work flexibility to promote work-life balance.

• Matching Group RRSP contributions.

• Two paid personal days annually.

• Full health benefits package (medical, dental, etc.).

• Paid professional development, RIBO/IBAO/IIC membership fees, and tuition reimbursement.

• Free on-site parking and professional office space.

• Inclusive and diverse workplace environment.