Team Lead, Private Client Services at Purves Redmond Limited

Job Description:

Latest job information from Purves Redmond Limited for the position of Team Lead, Private Client Services. If the Team Lead, Private Client Services vacancy in Toronto matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Purves Redmond Limited for the position of Team Lead, Private Client Services below matches your qualifications.

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.

Key Accountabilities

• 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

Experience Requirements

• 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

Job Info:

• Company: Purves Redmond Limited
• Position: Team Lead, Private Client Services
• Work Location: Toronto
• Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Team Lead, Private Client Services at the office Toronto above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.