Job Description
Our client is seeking a professional and talented High Net Worth/VIP Account Manager to join the firm! Be a part of their long established team and join a leading professional organisation. With an entrepreneurial spirit, you won’t be bogged down with bureaucracy and can focus on what you enjoy. This person will be handling a book of high net worth/VIP clients, reporting to a fabulous and supportive Leader with strong core values.
Location: Flexible - Hybrid/Surrey
Who you are:
You are a dynamic and polished professional who prides themselves on their client service and can always remain one step ahead of their client needs. **VIP market exposure not essential, but you must be familiar with using different insurance portals and markets**
Responsibilities and Duties include but are not limited to:
- Provide high levels of service to the existing book: maintain and retention is key
- Work closely with stakeholders to achieve new sales and growth
- Cross sell and up-sell encouraged in order to increase size of book
- Advise client on matters of coverage and pricing, and place risk with the appropriate market
- Act as trusted advisor for all VIP clients
- Respond to all enquired in a professional manner
- 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
Requirements:
- 3+ years of experience dealing with high net worth clients
- CAIB or Level 2 licence
- Exposure to high net worth markets – Chubb, Ovation, AIG and/or Guarantee is highly regarded
- Strong business development and negotiation skills
- Entrepreneurial attitude - for the growth of the book
- Effective written and verbal communication skills, external clients, and carriers.
- Ability to deliver highly technical information.
- Strong organizational skills with a proven ability to manage multiple priorities
- Strong presentation skills and demonstrate a comfort dealing with very affluent individuals as well as high level executives.
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.
Interested candidates please contact Affia at 778-383-9790 ext 104 or forward your resume in confidence to affia@dgacareers.com. If you are working with another DGA recruiter, feel free to ask them about this position.