Overview
As an Account Manager in Private Client Solutions, you will steward a distinguished client portfolio with a high-touch, trusted-advisor approach. You’ll lead renewal strategies, assess evolving client needs, and coordinate cross-border placements to deepen client trust and retention. You’ll collaborate with underwriting partners and Account Executives to tailor coverage and drive opportunities for enhanced protection. This role combines client relationship leadership with market insight and precise service delivery in a flexible, hybrid environment. Join a culture that values integrity, curiosity, and meaningful impact on high-net-worth clients and families.
Pay / Benefits
- Flexible medical & dental coverage
- Life and AD&D insurance
- RRSP with company match and pension
- Employee Stock Purchase Plan
- Educational expense reimbursement
- Paid sick days & personal days
Responsibilities
- Manage a defined portfolio of high-net-worth clients to support retention and satisfaction
- Lead renewal strategy, analyze accounts, recommend tailored coverage, and maintain relationships with underwriting partners
- Facilitate meetings in person, via video, and on platforms like Microsoft Teams with diverse stakeholders
- Provide prompt, proactive service with fast turnaround times and high-touch client support
- Identify upsell/cross-sell opportunities and collaborate with Account Executives to deliver comprehensive solutions
- Stay informed on High Net Worth products, carrier appetites, and emerging market trends
- Uphold professionalism, discretion, and world-class service in client interactions
Key requirements
- 5 years of Private Client Services account management with high-net-worth clientele (brokerage setting preferred)
- RIBO licence in good standing; additional provincial licences preferred
- Strong knowledge of High Net Worth personal insurance and carrier underwriting appetites
- Proficiency with Microsoft Office Suite; familiarity with EPIC is a strong asset
- Polished communication skills (verbal and written) and ability to lead meetings
- Ability to work in fast-paced, dynamic environment with critical thinking and responsiveness
- Relationship building
- Attention to detail
- Proactive communication
- Microsoft Office Suite (Outlook, Excel, PowerPoint)
- EPIC (strong asset)
- Understanding of carrier underwriting appetites
Account Manager, Private Client Solutions in Markham employer: Arthur J. Gallagher & Co.
At Gallagher Benefit Services, we pride ourselves on being an exceptional employer that champions a collaborative and people-first culture. As a Business Development Director in our Change & Transformation practice, you'll enjoy competitive compensation, comprehensive benefits, and ample opportunities for career development while making a meaningful impact on businesses and their employees. Join us in a dynamic environment where your ideas are valued, and you can thrive alongside a community of trusted experts and bold explorers.
