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Client Manager, Private Client Solutions
3 months ago
WE OFFER:
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition reimbursement for business relevant courses and training
- Half volunteer day to make a difference and give back to your community
- Vary Days
POSITION OVERVIEW
Jones DesLauriers is hiring a Personal Insurance VIP Client Manager and will report to the Vice President, Personal Operations, Personal Insurance.
The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.
RESPONSIBILITIES
- Document EPIC customer files, using correct activity codes, noting all conversations with customers, insurers, etc.
- Renewal review, recommendations, comparison quotes and remarket when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests and new business/remarkets on insurance company portals
- Review and invoice all endorsements and renewals (if not automatically invoiced by the system)
- Release renewals after making appropriate changes when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS,
- Support other members of the team when needed
REQUIREMENTS
- Minimum 5 years insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client development/relationship management experience
- Strong customer service background with demonstrated business acumen
- University degree desired
- Superb interpersonal, communication, and effective problemsolving skills
- Ability to be a selfstarter 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._
Job Types:
Full-time, Permanent
Benefits:
- Dental care
- Employee assistance program
- Life insurance
- Onsite parking
- Paid time off
- RRSP match
Schedule:
- Monday to Friday
Work Location:
Hybrid remote in Mississauga, ON L4W 4Y6
