Account Manager, Private Client Solutions

Navacord Inc.; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Navacord Inc. is seeking a PCS Account Manager to service a portfolio of high-net-worth clients, focusing on retention of personal and commercial accounts. You will collaborate with commercial producers to generate referrals and deliver value-added services beyond standard coverage.

The role requires strong client relationships, knowledge of EPIC brokerages software, and the ability to coordinate with underwriters and internal teams to tailor terms and service levels.

Qualifications

• 2–4 years of personal lines experience is preferred.
• Experience in High Net Worth space is considered an asset.

Responsibilities

• Deliver best-in-class services to clients beyond standard transactions.
• Assist in growth initiatives and client servicing.
• Liaise with underwriters to secure best terms for PCS clients.
• Maintain knowledge of insurance products across various markets.
• Support Advisors with accounts receivable for existing client base.
• Collaborate with PCS team to provide exceptional client service.
• Coordinate with Advisors on client service, marketing, and renewal activities.
• Ensure timelines are met with Account Assistants and review documentation for accuracy.
• Manage client account documentation and review risk coverage needs.
• Follow EPIC workflows and maintain custom forms.
• Ensure accurate and timely servicing and billing of accounts.
• Pursue training and professional development to enhance skills.
• Perform other duties as required.

Skills

Interpersonal skills

Attention to detail

Written communication

Oral communication

Organizational skills

Self-starter

Outlook

Excel

Word

Education

Level 2 General Insurance license

C.I.P. or C.A.I.B designation

Tools

EPIC brokerages software

Job description

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 Navacord's 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:

• 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;
• ParticipationingrowthinitiativesonbehalfofthePCSdepartment;
• Liaise with company underwriters to negotiate best terms for PCS clients when required;
• Ensurethatstrong,long-termcustomerrelationshipsarecreatedbyprovidingvalueaddedservices;
• Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
• AssistingAdvisorswithAccountsReceivableofexistingclientbase;
• 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 Navacord’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
• Manageaccountdocumentation(i.e.,routineinquires,quotes,insurancecontracts,endorsements,cancellations,etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required
• EnsureEPICworkflowsarefollowedincludingmaintainingandupdatingcustomforms
• Ensureaccurateandtimelyservicingandbillingofaccounts
• Participate in training and professional development courses to enhance skills and industry knowledge
• Otherdutiesasrequired

WHAT WE REQUIRE:

• 2to4yearsofpersonallinesexperienceandEPICbrokeragesoftwarepreferred
• ExperienceintheHighNetworthspaceconsideredanasset
• Level2GeneralInsurancelicensestronglypreferred
• CompletedorworkingtowardsC.I.P.orC.A.I.B.designation
• Superbinterpersonalskillsandattentiontodetail
• Abilitytobeaselfstarterwithstrongwrittenandoralcommunicationskillsaswellasorganizationalskills
• AdvancedskillsinOutlook,Excel,Word