Bilingual Senior Account Manager – Private Client Advice

Bilingual Senior Account Manager – Private Client Advice

Requirements

• 5+ years Personal Lines experience, with preference to those servicing high net worth clients
• Provincially licensed (active and in good standing) required – minimum 1 year
• Willing to get licensed in other provinces and/or territories
• A team player with a strong work ethic
• Excellent interpersonal, presentation, communication and negotiation skills
• Proven sales ability to round-out accounts
• An unwavering commitment to delivering professionalism and expertise to our clients
• Computer proficiency in MS Office products such as Word and Excel
• Robust and varied background in Insurance
• Strong entrepreneurial spirit
• Strong Insurance knowledge across all asset classes that enable wholesome discussions on various Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)
• Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals
• Confidence in establishing and managing relationships with sophisticated clients
• Possess strong Centers of Influence relationships and broad network of external advisors

Responsibilities

• Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies
• Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution
• Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions
• Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA)
• Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development
• Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them
• Representing TDI and TDBG to the general public in a professional manner
• Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience
• Participating fully as a member of the team and support a positive work environment that promotes the business’ vision and legendary client experience
• The HNW staff will also have tiered binding authority with this HNW advisor having a binding authority of $9,999,999MM

Preferred Qualifications

No preferred qualifications provided.