Client Manager, Commercial Insurance

Jones DesLauriers; Mississauga; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an experienced Client Manager in Commercial Transportation. This role involves managing a diverse book of business, ensuring high retention rates, and providing exceptional service to clients. You will collaborate closely with producers to identify new opportunities and enhance client relationships. The position offers a dynamic work environment where your expertise in commercial transportation insurance will be valued. Join a team that prioritizes professional development and supports a diverse and inclusive workplace, making a meaningful impact in the insurance sector.

Benefits

Professional Development Courses & Designations

100% Tuition Reimbursement

On-site Fitness Facility

Volunteer Day

Birthday Day Off

Qualifications

• 5+ years of experience in commercial transportation insurance required.
• R.I.B.O. license and strong understanding of policy wordings needed.

Responsibilities

• Manage a renewal book of business and maintain high retention rates.
• Develop new business from existing accounts and coordinate with producers.

Skills

Commercial Transportation Insurance

Negotiation Skills

Attention to Detail

Problem Solving

Time Management

Analytical Skills

Written Communication

Oral Communication

Education

R.I.B.O. License

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

Tools

EPIC

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

3 days ago Be among the first 25 applicants

• Professional Development Courses & Designations
• 100% tuition reimbursement for business relevant courses and training
• On-site Fitness Facility
• A volunteer day to make a difference and give back to your community
• Vary days – including a day off for your birthday

POSITION OVERVIEW:

Jones DesLauriers is hiring for an experienced Client Manager, Commercial Transportation who is a knowledgeable expert advisor in commercial transportation 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, 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 prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s 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 an 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, other JDIMI departments and offices
• Other duties as assigned

REQUIREMENTS:

• Minimum 5 years of commercial transportation 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

Jones DesLauriers 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. 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative and Customer Service

Industries

Insurance