Client Manager, Commercial Lines

Jones DesLauriers; Toronto; On-site; CAD 90,000 - 120,000; 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 in Toronto is seeking an experienced Client Manager, Commercial Insurance to service a book of business and provide expert advisory in commercial lines. You will work closely with producers and JDIMI staff to renew, retain, and expand client relationships.

The successful candidate will manage inquiries, prepare proposals, monitor risk, and ensure timely servicing and billing, while maintaining high retention and strong cross-sell opportunities through proactive client meetings

Qualifications

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

Responsibilities

• Manage a renewal book of business.
• Collaborate with Producers and staff on client service, marketing and renewal.
• Maintain a high retention rate on your book of business (≥95%).
• Set clear expectations for clients and partners with same-day responses.
• Coordinate with Producers to develop plans for existing clients and cross-sell opportunities.
• Prepare proposals for prospects and conduct stewardship reviews.
• Review client coverage and loss experience to determine product/service needs.
• Maintain EPIC workflow documentation and ensure workflows are followed.
• Ensure accurate and timely servicing and billing of accounts.
• Participate in cross-sell campaigns and training to enhance knowledge.

Skills

Client management

Time management

Analytical skills

Negotiation skills

Mentoring

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.