Client Manager, Commercial Insurance

Navacord Inc.; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

Navacord Inc. in Calgary seeks a Client Manager to advise, service, and expand the book of business, partnering with producers and internal teams to deliver exceptional client outcomes.

The role focuses on inputting new business, marketing documents, and maintaining accurate servicing and billing while mentoring other account staff and supporting growth initiatives.

Qualifications

• Level II license or equivalent required; industry experience preferred.
• Post-secondary education or CIP/CRM/CAIB or pursuing.
• Mentorship and team leadership capabilities.
• Diplomacy and business sense focused on client experience.
• Strong analytical, problem-solving, and communication skills.
• Advanced skills in MS Office and EPIC.

Responsibilities

• Lead by example and drive client relationships through exceptional service.
• Support company growth initiatives.
• Mentor account managers and assistants, including coaching during client meetings.
• Delegate, develop, and coach to meet deadlines.
• Determine client needs, negotiate coverages and terms.
• Review current coverage, risk exposures, and service needs with Senior Advisors.
• Ensure EPIC workflows and forms are updated.
• Ensure accurate servicing and timely billing of accounts.
• Assist with input of new business and marketing documents.
• Perform other duties as required.

Skills

Commercial insurance

Client relationships

Mentorship

Communication

Problem solving

Education

Level II license or equivalent

CIP/CRM/CAIB or pursuing

Tools

EPIC

Microsoft Office

Job description

THE ROLE

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 Account 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 a 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 account managers, account associates, and account assistants 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).