Associate Broker, Private Client Insurance

We are seeking an experienced and motivated Private Client Insurance Broker to join our team. In this role, you will provide exceptional service to high-net-worth clients, delivering tailored insurance solutions that protect their unique needs and assets. You will be instrumental in fostering trust and long-term partnerships with our clients.

• Manage an established portfolio of both retail and high-net-worth clients, ensuring consistent service excellence and timely resolution of inquiries, issues, and escalations
• Conduct comprehensive risk assessments and coverage reviews; recommend tailored insurance solutions aligned with client needs and risk profiles
• Lead annual renewal reviews, including preparing submissions, negotiating terms with insurers, and presenting coverage recommendations to clients
• Identify and pursue cross-sell and up-sell opportunities within existing accounts to support portfolio growth and retention
• Maintain accurate, complete, and up-to-date client records; ensure timely processing of endorsements, renewals, and related documentation
• Support clients throughout the claims process, providing guidance on claims management and loss mitigation strategies
• Contribute to new business development and the achievement of overall portfolio and departmental objectives
• Stay informed on market trends, insurer appetite, regulatory requirements, and competitive activity to identify emerging opportunities

• 5-10 years of experience in Personal Lines Insurance, with a focus on high-net-worth clients
• Active RIBO license required; CIP, CRM, or related designations considered assets
• Strong knowledge of high-net-worth insurers (e.g., Chubb, Intact Prestige, Aviva Ovation, Northbridge Onyx).
• Proficiency with insurance management systems (e.g., EPIC) and insurer portals (e.g., Intact, Aviva,
• Economical)
• Proficient knowledge of Compu-Quote and Microsoft Office tools
• Experience with cross-border placements and third-party broker relationships considered an asset
• Strong relationship management, communication, negotiation, and organizational skills
• Solid understanding of insurance products, policy structures, and the regulatory environment
• Self-motivated, results-driven, and customer-focused with strong problem-solving skills