Private Client Specialist - IW-8390

Date of modification:

Job number: IW-8390


Job title: Private Client Specialist

Location: Burnaby, Coquitlam, Langley, New Westminster, North Vancouver, Richmond, Surrey, Vancouver, Victoria, West Vancouver


Our client is looking for a Private Client Specialist who will be managing the personal lines insurance needs of commercial clients.  

What you will be doing:   

  • The Private Client Specialist handles all types of personal insurance, pleasurecraft, and travel medical insurance, with a focus on Private Client.  

Additional Responsibilities:  

  • New Business/Renewals  
  • Demonstrate needs-based sales behavior, including reactive and tag-on selling, building additional relationships with new customers, asking for referrals, generating new business, and increasing customer retention 
  • Maintain a diary of prospective and current clients and follow-up on sales leads  
  • Build additional relationships with current customers, asking for referrals, generating new business and increasing customer retention 
  • Review and work renewal lists, contacting clients minimum 45 days in advance  
  • Ensure that all notes to file are completed after each transaction in a timely, accurate manner. Use of the Activity function is used and updated.  

Customer Service & Producer Support  

  • Provide friendly, professional service to customers and producers (if applicable)  
  • Handle routine customer and producer inquiries/concerns  
  • Take and report claims  
  • Return all customer inquiries in a timely manner  
  • Ensure work is prompt, efficient and accurate 


  • Process payments 
  • Work accounts receivable lists 
  • Maintain expiration and abeyance files 
  • File/scan own files 
  • Ensure all documents are accurate and files are kept in an orderly manner   

Team Support 

  • Lead by example, being a positive role model 
  • Contribute to a positive team environment by working efficiently, professionally and in a friendly manner 
  • Improve our organization by sharing ideas and opinions, contributing and building communication in all directions and levels 
  • Assist others as needed and perform other duties as assigned 

Professional Conduct 

  • Maintain security in accordance with internal controls 
  • Adhere to binding authority 
  • Adhere to authorized underwriting guidelines and policies 
  • Adhere to guidelines and best practices set forth by the Insurance Council of British Columbia, and other licensing bodies as applicable 
  • At all times, respect the privacy and confidentiality of all customers and staff information 
  • Respect the importance of attendance and punctuality and the impact it has on the rest of the team 
  • Maintain safe workplace procedures as per WCB regulations 
  • Exemplify our corporate values as outlined in our Employee Handbook  

Continuous Learning 

  • Maintain and apply a working knowledge of all insurance products, keeping apprised of changes and enhancements to applicable insurance and company policies, procedures and products. 
  • Take additional educational credits relating to the ongoing mandatory requirements for the support of licensing renewal.  

Back-up Support 

  • Private Client services and sells with a “Team” approach, sharing a larger book of business in order to ensure high quality and consistent service to all clients. 
  • Provide back-up support to your “buddy” or “back-up team” as required, in the event of holidays, sick days, or other temporary absences. 
  • Back-up support includes responding to emails and phone-calls, handling client requests, and assisting with administrative duties, but does not include the regular processing of documents. 

What we are looking for:  

  • Level II General Insurance License  
  • 3 years’ experience in the field (preferred) 
  • Customer Service experience 

If this, is you, then please don’t hesitate to reach out!  

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivaled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.  

Interested candidates, please email your resume in confidence to Kanak Deshpande at or at 778-383-9790 ext. 101. If you are working with another DGA Recruiter, feel free to ask them for more information about this position. 


  • City: Vancouver
  • Market segment: Insurance
  • Job Type: Full-Time
  • Education: Insurance License, Insurance License Level 1, Insurance License Level II, Post Secondary Education
  • Expertise: Broker-Personal
  • Minimum experience required: 3 to 4 Years