Client Manager, Commercial Insurance

Navacord; Calgary; On-site; CAD 65,000 - 95,000; Full time

Job summary

Navacord in Calgary seeks a Client Manager who will advise a book of business, service clients professionally, and assist producers in obtaining and expanding business. You will input new business and marketing documents and handle related administrative duties to boost the team's effectiveness.

As an Operator, you are patient, conscientious, cooperative, and a strong team player. You will lead by example, mentor account teams, build rapport with clients, oversee servicing and billing, and

Qualifications

• Breadth across commercial insurance and deep knowledge of policy wordings and coverages.
• Level II license or equivalent; CIP/CRM/CAIB or in-progress preferred.
• Solid mentorship and teaming capability; ability to lead and motivate.
• Diplomacy and business acumen focused on customer service and client experience.
• Strong skills in analysis, problem solving, decision making, teamwork, communication, and adaptability.
• Advanced skills in Microsoft Office and EPIC system.

Responsibilities

• Lead by example and provide exceptional customer service to drive business relationships.
• Actively engaged in supporting the growth of the company.
• Build rapport and relationships through mentorship and client relations.
• Oversee and mentor account managers, associates, and assistants, aiding their career development.
• Delegate, develop, and coach the team to ensure timelines are met.
• Determine customer needs, negotiate coverages, respond to inquiries, and process transactions.
• Review client coverage and loss experience with Senior Advisors to determine requirements.
• Ensure EPIC workflows are followed and forms updated.
• Ensure accurate servicing and billing of accounts.
• Other duties as required.

Skills

Mentorship

Team leadership

Customer service

Diplomacy

Problem solving

Communication

Education

Level II license or equivalent

CIP/CRM/CAIB or in-progress

Tools

Microsoft Office Suite

EPIC Broker Management System

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).