Client Manager, Commercial Insurance

Jones DesLauriers Insurance Management Inc.; Mississauga; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Client Manager in Commercial Insurance to join their dynamic team in Mississauga. This role involves managing a diverse book of business, ensuring high client retention, and providing exceptional service. The ideal candidate will be an expert in commercial insurance, with a strong ability to develop new business and maintain positive relationships with clients. You will collaborate closely with producers and other staff to meet departmental goals, while also enhancing your industry knowledge through professional development. If you are a motivated self-starter with a passion for client service, this opportunity is perfect for you.

Qualifications

• Minimum 5 years of commercial insurance experience required.
• R.I.B.O. license required, C.I.P. or C.A.I.B. preferred.

Responsibilities

• Manage a renewal book of business while maintaining a high retention rate.
• Coordinate with producers and support plans for existing clients.

Skills

Commercial Insurance Experience

R.I.B.O. License

Negotiation Skills

Attention to Detail

Time Management

Analytical Skills

Communication Skills

Organizational Skills

Education

C.I.P. or C.A.I.B. Designation

Tools

EPIC

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Client Manager, Commercial Insurance

MISSISSAUGA, ON | Reporting to: Director, Commercial Insurance

POSITION OVERVIEW

Jones DesLauriers is hiring for an experienced Client Manager, Commercial Insurance who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be 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.

RESPONSIBILITIES

• Responsible for managing a renewal book of business.
• Works closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures.
• Maintain a persistently high-level retention rate on your Book of Business.
• Maintain a retention rate of 95% or higher on your Book of Business.
• Set clear expectations for clients and business partners by providing same-day response time.
• In collaboration with Producers, coordinate and support plans, discuss arising issues, and create comprehensive plans for existing clients.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Identify and follow up on cross-selling opportunities when appropriate.
• Responsible for the preparation of proposals for prospects and stewardship reviews for existing clients.
• Manage account documentation (i.e., routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.).
• Review clients’ current coverage and exposures, loss experience, and analyze risk to determine the product/service requirements.
• Maintain up-to-date EPIC workflow documentation and ensure workflows are followed.
• Ensure accurate and timely servicing and billing of accounts.
• Participate actively in cross-sell campaigns and other initiatives as required.
• Actively develop increased knowledge of related insurance products and client needs.
• May participate in or conduct client meetings when necessary.
• Participate in training and professional development courses to enhance skills and industry knowledge.
• Maintain positive working relationships with clients, staff, and other JDIMI departments and offices.
• Other duties as assigned.

REQUIREMENTS

• Minimum 5 years of commercial insurance experience required.
• R.I.B.O. license required.
• C.I.P. or C.A.I.B. designation(s) preferred.
• Solid understanding of policy wordings/coverages.
• Ability to mentor others and proven negotiation skills.
• Strong attention to detail, time management, problem-solving, and analytical skills.
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills.
• Advanced skills in Outlook, Excel, Word, and EPIC.

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

Jones DesLauriers 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.