Account Manager (Client Services)

Lloyd Sadd; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading company in Calgary seeks a Private Client Solutions Account Manager to service high-net-worth clients. The role involves maintaining client relationships, managing account documentation, and collaborating with Advisors to deliver exceptional service. Candidates should have 2-4 years of personal lines experience and a Level 2 General Insurance License, with advanced skills in relevant software.

Qualifications

• 2 to 4 years of personal lines experience.
• Experience in the High Net worth space considered an asset.

Responsibilities

• Servicing and support of high-net-worth clients.
• Manage account documentation and ensure timely servicing.
• Work closely with Advisors on client service and marketing.

Skills

Customer Relationship Management

Insurance Knowledge

Communication

Education

Level 2 General Insurance License

Tools

EPIC Brokerage Software

Outlook

Excel

Word

Job description

The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts. Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients; Ensure that strong, long-term customer relationships are created by providing value added services; Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets; Assisting Advisors with Accounts Receivable of existing client base; Working with PCS team members to provide an exceptional customer service experience; Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product / service requirements when required Ensure accurate and timely servicing and billing of accounts Participate in training and professional development courses to enhance skills and industry knowledge 2 to 4 years of personal lines experience and EPIC brokerage software preferred ~ Experience in the High Net worth space considered an asset ~ Level 2 General Insurance license strongly preferred ~ Advanced skills in Outlook, Excel, Word

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Account Manager • Calgary, AB, Calgary Census Division, AB; Alberta, Canada