Client Manager, Commercial Insurance

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

Job summary

A leading insurance firm in Alberta is seeking a Client Manager to manage a portfolio of clients and lead a team. The ideal candidate will have a Level II license and strong expertise in commercial insurance. This role involves providing exceptional customer service, mentoring associates, and maintaining effective communication. Competitive salaries and flexible working arrangements are offered.

Benefits

Competitive salaries based on knowledge and experience

Matching RRSP contributions

Flexible working arrangements

Health and wellness initiatives

Referral bonuses

Employee discounts

Qualifications

• Demonstrated breadth across commercial insurance and depth with policy wordings.
• Experience required with a focus on customer service.
• Advanced skills in Microsoft Office Suite.

Responsibilities

• Manage a book of business and service clients professionally.
• Lead by example and drive business relationships.
• Oversee and mentor Client Managers and Client Associates.
• Review clients’ coverage and analyze risks.

Skills

Client service

Mentorship

Problem solving

Communication

Diplomacy

Education

Level II license or equivalent

Post-secondary education

Tools

Microsoft Office Suite

Broker Management Systems (EPIC)

Job description

Direct message the job poster from Lloyd Sadd

The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Client Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

As an Client Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;

• Affable, approachable, accommodating, and detail-oriented
• Highly tolerant for systematic work
• Respectful and accepting of others’ decisions.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• Actively engaged in supporting the growth of the company;
• A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
• Overseeing and mentoring Client Managers, Client Associates, and Client Coordinators including helping their career development by supporting them to attend client meetings as appropriate;
• Delegate, develop, and coach the team to ensure timelines are being met;
• Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
• Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;
• Ensure EPIC workflows are followed including maintaining and updating custom forms;
• Ensure accurate and timely servicing and billing of accounts; and
• Other duties as required.

WHAT WE REQUIRE:

• Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
• Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
• Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).

WHAT WE OFFER

• Competitive Salaries based on knowledge and experience;
• Matching RRSP Contributions;
• Flexible Working Arrangements & Schedules;
• Employee Discounts;
• Health and Wellness Initiatives;
• Referral Bonuses for both New Business and Talent;
• A positive and safe work environment!

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.

Ready to apply? We thought so!

Qualified candidates are invited to email their resume and cover letter to: [e-mail].

Lloyd Sadd is actively committed to support 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Administrative, and Customer Service

• Industries

  Insurance

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