Client Manager, Commercial Lines

Jones DesLauriers; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Health and Dental Benefits

RRSP Match Program

Bonus

Paid Vacation Time

Sick Days

Additional PTO available

Job summary

Jones DesLauriers is seeking an experienced Client Manager in Commercial Insurance to advise clients, manage a book of business, and support the producer in growth initiatives.

Responsibilities include renewals, client servicing, cross-selling, and ensuring accurate billing. A strong understanding of policy wordings and exceptional communication are essential.

Qualifications

• Minimum 5 years of commercial insurance experience.
• R.I.B.O. license required.
• C.I.P. or C.A.I.B. designations preferred.
• Strong communication, negotiation, and client service skills.
• Proficient in Microsoft Office and EPIC.

Responsibilities

• Manage renewal book of business and client relationships.
• Collaborate with Producers on service, marketing and renewals.
• Maintain high retention rate and meet production goals.
• Prepare proposals for prospects and existing clients.
• Review coverage and advise on product/service needs.
• Maintain EPIC workflows and accurate billing.
• Participate in cross-sell campaigns and initiatives.

Skills

Mentoring

Negotiation

Attention to detail

Time management

Analytical skills

Communication

Organizational skills

Education

R.I.B.O. license

C.I.P. or C.A.I.B. designation

Tools

EPIC

Outlook

Excel

Word

Job description

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.

WHAT YOU’LL BE RESPONSIBLE FOR :

• 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 expectation for client 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


• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-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 inquires, 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 ensures 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

WHAT YOU’LL BRING TO THE ROLE :

• 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

WHAT WE OFFER :

• Health and Dental Benefits


• RRSP Match Program


• Bonus


• Paid Vacation Time


• Sick Days


• Additional PTO available

*This is a new position.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.