Team Lead, Private Client Services

Purves Redmond Limited provided pay range

This range is provided by Purves Redmond Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA$/yr - CA$/yr

The Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands‑on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional service and sustainable growth. The Team Lead will balance people leadership with direct management of a select portfolio of key client relationships, playing a critical role in strengthening our market presence and driving long‑term value for both clients and the firm.

• Lead, coach, and develop a team of Private Client Advisors, fostering a high-performance, service‑excellence culture
• Oversee day‑to‑day workflow, capacity planning, and service standards to ensure timely, accurate, and proactive client delivery
• Manage a portfolio of the firm’s key high net worth client relationships, providing bespoke risk and insurance solutions
• Drive retention, cross‑selling, and organic growth within the portfolio
• Ensure compliance with regulatory requirements, internal client service standards and insurer underwriting guidelines
• Monitor pipeline activity and sales metrics, providing coaching and accountability to achieve growth objectives
• Collaborate with senior leadership on strategy, process improvement, and service model enhancements
• Monitor team performance through KPIs, conducting regular reviews, coaching sessions, and development planning
• Act as a technical and strategic escalation point for insurance placements, renewals, and claims advocacy
• Support recruitment, onboarding, and training of new team members
• Represent the Private Client practice with insurers, underwriting partners, and at client or industry events

• 10+ years of experience in high-net-worth personal insurance
• Demonstrated experience managing and growing a high net worth or VIP client portfolio, including complex home, auto, excess liability, and specialty risks
• RIBO license required; CIP, CRM or related designations are considered assets
• Proficient with insurance management software such as EPIC
• Strong knowledge of high-net-worth insurers such as Chubb, Intact Prestige, Aviva Ovation and Northbridge Onyx
• Experience with insurer portals such as Intact, Aviva, Definity, Northbridge are considered an asset
• Strong relationship management and communication skills
• Solid knowledge of insurance products, policies, and regulatory environment
• Self-motivated and team-oriented, with strong communication, negotiation, and organizational skills
• Results-driven, customer-focused, with strong problem-solving skills
• Proficient with Microsoft Office tools

Mid-Senior level

Full-time

Management and Customer Service

Insurance

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