Account Manager, Private Client Solutions
3 weeks ago
POSITION: Account Manager, Private Client Solutions REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The PCS Account Manager will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts.WHAT YOU’LL DODelivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;Participation in growth initiatives on behalf of the PCS department;Liaise with company underwriters to negotiate the best terms for PCS clients when required;Ensure that strong, long-term customer relationships are created by providing value-added services;Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;Assisting Advisors with Accounts Receivable of existing client base;Working with PCS team members to provide an exceptional customer service experience;Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures;Work closely with the Account Assistants to ensure timelines are being met and to review the accuracy of documentation;Manage account documentation (i.e., routine inquiries, quotes, insurance contracts, endorsements, cancellations, etc.);Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;Ensure EPIC workflows are followed including maintaining and updating custom forms;Ensure accurate and timely servicing and billing of accounts;Participate in training and professional development courses to enhance skills and industry knowledge.WHAT WE REQUIRE2 to 4 years of personal lines experience and EPIC brokerage software preferred;Experience in the High-Net-worth space is considered an asset;Level 2 General Insurance license is strongly preferred;Completed or working towards C.I.P. or C.A.I.B. designation;Superb interpersonal skills and attention to detail;Ability to be a self-starter with strong written and oral communication skills as well as organizational skills;Advanced skills in Outlook, Excel, and Word.WHAT WE OFFERCompetitive Salaries based on knowledge and experience;Comprehensive Benefits;Matching RRSP Contributions;Flexible Working Arrangements & Schedules;Career development & Tuition Reimbursement;Employee Discounts;Health and Wellness Initiatives;Referral Bonuses for both New Business and Talent;A positive and safe work environmentAttracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort, and rewards based on results.Ready to apply? We thought soQualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.comLloyd Sadd 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.
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Account Manager, Private Client Solutions
1 week ago
Calgary, AB, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent...
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Account Manager, Private Client Solutions
7 days ago
Calgary, AB, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent...
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Account Manager, Private Client Solutions
2 weeks ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions REPORTING TO: Director of Personal Insurance THE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals o
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Account Manager, Private Client Solutions
2 weeks ago
Calgary, Canada Lloyd Sadd Full timeAccount Manager, Private Client SolutionsPart Time / Full TimePOSITION: Account Manager, Private Client SolutionsREPORTING TO: Director of Personal InsuranceTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of...
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Account Manager, Private Client Solutions
2 weeks ago
Calgary, Canada Lloyd Sadd Full timeAccount Manager, Private Client SolutionsPart Time / Full TimePOSITION: Account Manager, Private Client SolutionsREPORTING TO: Director of Personal InsuranceTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of...
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Account Manager, Private Client Solutions
6 days ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have...
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Calgary, Alberta, Canada Lloyd Sadd Full timeJob DescriptionJob Title: Account Manager, Private Client SolutionsJob Summary:Lloyd Sadd is seeking an experienced Account Manager to join our Private Client Solutions team. As an Account Manager, you will be responsible for delivering exceptional service to our high-net-worth clients, growing our book of business, and maintaining strong relationships with...
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Calgary, Alberta, Canada Lloyd Sadd Full timeJob DescriptionJob Title: Account Manager, Private Client SolutionsJob Summary:Lloyd Sadd is seeking an experienced Account Manager to join our Private Client Solutions team. As an Account Manager, you will be responsible for delivering exceptional service to our high-net-worth clients, growing our book of business, and maintaining strong relationships with...
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Account Manager, Private Client Solutions
3 weeks ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and...
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Account Manager, Private Client Solutions
3 weeks ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions REPORTING TO: Director of Personal Insurance THE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business...
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Account Manager, Private Client Solutions
3 weeks ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and...
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Account Manager, Private Client Solutions
7 days ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent...
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Account Manager, Private Client Solutions
1 week ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent...
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Account Manager, Private Client Solutions
1 week ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent...
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Account Manager, Private Client Solutions
1 week ago
Calgary, Canada Lloyd Sadd Full timePOSITION: Account Manager, Private Client Solutions, Insurance REPORTING TO: Director of Personal Insurance THE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have...
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Calgary, Alberta, Canada Lloyd Sadd Full timeJob SummaryWe are seeking a highly skilled and experienced Account Manager to join our Private Client Solutions team at Lloyd Sadd. As an Account Manager, you will be responsible for delivering exceptional service to our high-net-worth clients, growing our business, and developing strong relationships with our clients and internal stakeholders.Key...
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Calgary, Alberta, Canada Lloyd Sadd Full timeJob SummaryWe are seeking a highly skilled and experienced Account Manager to join our Private Client Solutions team at Lloyd Sadd. As an Account Manager, you will be responsible for delivering exceptional service to our high-net-worth clients, growing our business, and developing strong relationships with our clients and internal stakeholders.Key...
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Insurance Account Manager
6 days ago
Calgary, Alberta, Canada Lloyd Sadd Full timeAbout the RoleThe Private Client Solutions (PCS) Account Manager is a key position within Lloyd Sadd, responsible for driving new business production and delivering exceptional service to a portfolio of high-net-worth clients.Key ResponsibilitiesClient Service: Deliver best-in-class services to clients, including additional services that go beyond standard...
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Private Client Services Associate
3 months ago
Calgary, Canada CC&L Private Capital Full timeWhat You Bring 5+ years of related or transferable work experience Undergraduate degree, preferably in a related field and/or relevant work experience in a similar role Excellent written and verbal communication skills Exceptional attention to detail Experienced working independently, as well as in partnership with other team members Strong...
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Private Client Advisor, Manager/Sr. Manager
4 weeks ago
Calgary, Canada ROSS Full timeDo you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international...
