Client Service Manager - Commercial Insurance

Lloyd Sadd; Alberta; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in Alberta is seeking a Client Manager to manage client relationships and business growth. The role requires strong mentorship skills, industry knowledge, and proficiency in Microsoft Office. Flexible working arrangements and a commitment to diversity are offered.

Benefits

Flexible working arrangements

Professional development opportunities

Commitment to diversity, equity, and inclusion

Qualifications

• Level II license or equivalent required.
• Relevant industry experience preferred.

Responsibilities

• Manage a book of business and service clients professionally.
• Negotiate coverage and terms, respond to inquiries.
• Mentor Client Managers and Associates.

Skills

Mentorship

Teamwork

Communication

Problem Solving

Adaptability

Education

Post-secondary education

CIP

CRM

CAIB

Tools

Microsoft Office

EPIC

Job description

THE ROLE : The Client Manager is an expert advisor responsible for managing a book of business, servicing clients courteously and professionally, and assisting the producer in obtaining, maintaining, and expanding business. Additionally, the Client Manager handles new business input, marketing documents, and other administrative duties to enhance team effectiveness.

As a Client Manager, you are patient, conscientious, relaxed, and a cooperative team worker. You will lead by example, embody our values, and foster business relationships through exceptional customer service. Your role includes supporting the company's growth, building rapport through internal mentorship and external client relations, and overseeing and mentoring Client Managers, Client Associates, and Client Coordinators, including supporting their career development.

Responsibilities include determining customer needs, negotiating coverage and terms, responding to inquiries and complaints, processing transactions, reviewing current coverage and exposures, analyzing risks, and collaborating with Senior Advisors to meet client needs. You will ensure accurate and timely servicing and billing of accounts, demonstrate breadth in commercial insurance, and possess depth in policy wordings and coverages within key sectors.

Requirements include a Level II license or equivalent, relevant industry experience, preferably with post-secondary education and certifications such as CIP, CRM, or CAIB, or working towards them. You should have strong mentorship and teamwork skills, diplomacy, business acumen, and a focus on customer experience. Proficiency in analysis, problem-solving, critical thinking, decision-making, communication, innovation, and adaptability is essential. Advanced skills in Microsoft Office and internal Broker Management Systems (EPIC) are required.

We offer flexible working arrangements and schedules, a culture that motivates and recognizes high performance, professional development opportunities, and commitment to diversity, equity, and inclusion. We encourage applications from women, indigenous peoples, visible minorities, people with disabilities, and LGBTQ2+ persons.