Account Manager, Commercial Insurance

2 weeks ago

Kelowna, Canada Lloyd Sadd Full time

About Lloyd Sadd:

Lloyd Sadd Insurance Brokers Ltd. is one of Albertas largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are innovative leaders in Albertas energy, construction, transportation, hospitality, and manufacturing sectors. We partner with our client to fully understand their business which in turn, allows us to successfully understand their insurance needs. We are trusted advisors making a difference.

With a current complement of over 300 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With two locations in Alberta, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients.

THE ROLE:

The Account Manager is an expert advisor 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. In addition, the Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the teams overall effectiveness.

As an Account Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;

  • Affable, approachable, accommodating, and detail-oriented
  • Highly tolerant for systematic work
  • Respectful and accepting of others decisions.

WHAT YOULL DO:

  • Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
  • Actively engaged in supporting the growth of the company;
  • A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
  • Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;
  • Delegate, develop, and coach the team to ensure timelines are being met;
  • Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
  • Continue to review the clients current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;
  • Ensure EPIC workflows are followed including maintaining and updating custom forms;
  • Ensure accurate and timely servicing and billing of accounts; and
  • Other duties as required.

WHAT WE REQUIRE:

  • Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
  • Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
  • Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
  • A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
  • Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
  • Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).

WHAT WE OFFER

  • Competitive 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 environment

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadds 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 so

Qualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.com.

Lloyd 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.

by Jobble

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd:Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd:Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients...

  • Account Manager, Commercial Insurance

    2 weeks ago

    Kelowna, BC, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, BC, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients...

  • Senior Account Manager, Commercial Market

    1 week ago

    Kelowna, BC, Canada DGA Careers Full time

    Our Client is on the hunt for a Senior Account Manager to bolster their Commercial Lines dream team. Our Client is a force of insurance expertise spanning over four decades. What You'll Do: As a Senior Account Manager, you'll be the linchpin of client satisfaction and retention. Forge unbreakable client relationships through exceptional service. Act as...

  • Account Manager, Commercial Services

    1 month ago

    Kelowna, BC, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients...

  • Account Manager, Commercial Lines

    1 month ago

    Kelowna, Canada Lloyd Sadd Insurance Brokers Full time

    The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In...

  • Account Manager, Commercial Lines

    1 month ago

    Kelowna, Canada Lloyd Sadd Insurance Brokers Full time

    The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In...

  • Account Manager, Commercial Lines

    1 month ago

    Kelowna, Canada Lloyd Sadd Insurance Brokers Full time

    The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In...

  • Account Manager, Commercial Insurance

    1 month ago

    Kelowna, Canada Lloyd Sadd Full time

    About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insur

  • Commercial Insurance Advisor

    5 days ago

    Kelowna, Canada Interior Savings Full time

    Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an enthusiastic, business minded individual with advanced insurance knowledge and expertise to deliver superior service to new and existing commercial insurance clients. Looking for the flexibility to...

  • Commercial Insurance Advisor

    5 days ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Commercial Insurance Advisor

    5 days ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Commercial Insurance Advisor

    5 days ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Commercial Insurance Advisor

    6 days ago

    Kelowna, Canada Interior Savings Full time

    Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. Successful applicant will reside in Kelowna or Kamloops as travel will be required within the region. As a Commercial Insurance Advisor your professionalism, relationship building and networking skills, as well as your curiosity for...

  • Account Manager, Commercial Lines

    1 month ago

    Kelowna, BC, Canada Lloyd Sadd Insurance Brokers Full time

    The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In...