Account Manager, Private Client Solutions

Lloyd Sadd | Navacord; British Columbia; On-site; CAD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager for Private Client Solutions. In this role, you will service high-net-worth clients, ensuring exceptional customer experiences and managing accounts with precision. Collaborating with commercial producers, you will focus on retaining and growing the book of business while delivering top-notch services. This position offers a unique opportunity to work in a dynamic environment that values diversity and inclusion, where your contributions will significantly impact client satisfaction and organizational success. If you are a self-starter with a passion for client service, this role is perfect for you.

Qualifications

• 2-4 years of experience in personal lines insurance is required.
• Strong written and oral communication skills are essential.

Responsibilities

• Manage high-net-worth client accounts and provide exceptional service.
• Liaise with underwriters to negotiate terms for clients.

Skills

Personal Lines Experience

Communication Skills

Organizational Skills

Education

Level 2 General Insurance License

Tools

EPIC Brokerage Software

Job description

Account Manager, Private Client Solutions

Job Description

Posted Friday, March 14, 2025 at 6:00 AM

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

THE ROLE

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.

WHAT YOU’LL DO

1. Delivering “best in class” additional services to clients, defined as those “above and beyond” normal transactional services provided to personal lines clients;
2. Participation in growth initiatives on behalf of the PCS department;
3. Liaise with company underwriters to negotiate best terms for PCS clients when required;
4. Ensure that strong, long-term customer relationships are created by providing value-added services;
5. Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
6. Assisting Advisors with Accounts Receivable of existing client base;
7. Working with PCS team members to provide an exceptional customer service experience;
8. Work closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures;
9. Work closely with the Account Assistants to ensure timelines are being met and to review accuracy of documentation;
10. Manage account documentation (i.e., routine inquiries, quotes, insurance contracts, endorsements, cancellations, etc.);
11. Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;
12. Ensure accurate and timely servicing and billing of accounts;
13. Participate in training and professional development courses to enhance skills and industry knowledge;
14. Other duties as required.

WHAT WE REQUIRE

1. 2 to 4 years of personal lines experience and EPIC brokerage software preferred;
2. Level 2 General Insurance license strongly preferred;
3. Ability to be a self-starter with strong written and oral communication skills as well as organizational skills.

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.