Job Description

Title: Account Executive, VIP/High-Net-Worth Clientele

Location: Toronto (financial district)

Requirements:

  • Minimum 2-3 years of VIP/Private Client Experience
  • Post secondary education or experience equivalent
  • RIBO License
  • Exceptional client service skills
  • The willingness to go above and beyond for clients
  • Ability to organize and prioritize work effectively
  • Proficient with TAM or Sig systems, MS Word and Excel
  • Superior verbal/written communication skills
  • Ability to work effectively in an autonomous environment
  • Excellent organizational skills
  • Ability to convey complex, detailed information in a clear and concise manor

Responsibilities:

  • Provide exceptional front-line service to high-net-work/VIP clientele
  • Quoting and writing new business
  • Attend client visits as required
  • Prepare and present comprehensive annual insurance summaries to clients
  • Complete policy changes, amendments and perform other administrative duties as required
  • Consistently meet or exceed team and individual objectives related to client satisfaction, quality and productivity
  • Managing and growing your book of business

If you are interested in this position please contact Nadia Linklater, Talent Acquisition Partner, DGA Careers via email nadia@dgacareers.com

Job Posting Details

Job Type

Full-Time

Market Segment

Insurance
Property Casualty Insurance

Company Type

Recruiting Consultants

Languages Required

English

Education Required

CAIB
CIP
CIP Partial Completion
RIBO

Minimum Experience Required

3 to 4 Years

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