Senior Account Manager, Private Client Advice
Role Overview
Delivers a tailored insurance experience for high-net-worth clients seeking protection for assets such as cars, property, wine, jewelry, and art.
The role is part of TD Insurance's Private Client Advice team.
Key Skills for This Role
Full Job Posting
Role overview
Delivers a tailored insurance experience for high-net-worth clients seeking protection for assets such as cars, property, wine, jewelry, and art.
The role is part of TD Insurance's Private Client Advice team.
Key responsibilities
- Assess clients' assets, goals, and risk tolerance and create tailored high-net-worth insurance plans.
- Coordinate referral partners and advisors to execute integrated plans and support asset consolidation.
- Work with underwriters, claims advisors, and high-net-worth inspectors on insurance solutions.
- Onboard clients with investment needs to Investment Management (PIC/PIA).
- Help improve client experience, operations, practice management, and personal development.
- Maintain knowledge of policies, procedures, and industry trends; represent TDI professionally.
- Meet clients face to face and support the high-net-worth underwriting experience.
- Participate in the team and exercise the stated tiered binding authority of $9,999,999MM.
Candidate requirements
- 5+ years of personal lines experience; high-net-worth client experience is preferred.
- Active provincial license in good standing for at least one year; willingness to obtain licenses in other provinces or territories.
- Strong insurance background and knowledge across asset classes, underwriting, pricing, claims, cross-border matters, and condo insurance.
- Proven sales ability to round out accounts, conduct client discovery, and identify partner referrals.
- Strong interpersonal, presentation, communication, negotiation, relationship-building, and teamwork skills.
- Proficient in MS Office products such as Word and Excel; strong work ethic, entrepreneurial spirit, and professional client-service commitment.
- Strong Centers of Influence relationships and a broad network of external advisors.
Pay details
- The stated base salary range is CAD $79,100–$111,700; no pay cadence is specified.
Hours
- The stated work schedule is 35 hours.
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