Commercial Account Manager

2 weeks ago


Kelowna, Canada Lloyd Sadd Full time

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 team’s 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 YOU’LL 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 client’s 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;
  • Matching RRSP Contributions;
  • Flexible Working Arrangements & Schedules;
  • 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 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 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.

#J-18808-Ljbffr

  • Kelowna, Canada HUB International Full time

    Hi, we’re HUB!We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Kelowna, Canada HUB International Full time

    Hi, we’re HUB!We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Kelowna, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Kelowna, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Kelowna, Canada DGA Careers Full time

    strong> Senior Commercial Account ManagerDescriptionOur client is seeking an experienced Senior Commercial Account Manager to join their team! The ideal candidate must have General Insurance Level 2 License and at least 8 years of solid commercial insurance experience.Location: Remote/Hybrid in BCResponsibilities and Duties include but are not limited...


  • Kelowna, BC, Canada Lloyd Sadd Full time

    Account Manager, Commercial Insurance 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...


  • Kelowna, BC, Canada Lloyd Sadd Full time

    Account Manager, Commercial Insurance 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    About the RoleLloyd Sadd is seeking a highly skilled Commercial Account Manager to join our team. As a key member of our organization, you 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.Key ResponsibilitiesLead by...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    About the RoleLloyd Sadd is seeking a highly skilled Commercial Account Manager to join our team. As a key member of our organization, you 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.Key ResponsibilitiesLead by...


  • Kelowna, British Columbia, Canada Lloyd Sadd Insurance Brokers Full time

    About the RoleThe Business Development Manager, Commercial Insurance is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. This expert advisor is responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining,...


  • Kelowna, British Columbia, Canada Lloyd Sadd Insurance Brokers Full time

    About the RoleThe Business Development Manager, Commercial Insurance is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. This expert advisor is responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining,...


  • Kelowna, Canada TKI Construction Full time

    TKI Construction is a general contractor located in the beautiful Okanagan Valley. We specialize in commercial and institutional construction. We pride ourselves in creating a cohesive team environment where all employees are valued and have the opportunity for growth and advancement. We are seeking a full-time Accounting & Payroll Manager to join our...


  • Kelowna, British Columbia, Canada British American Tobacco Full time

    Job SummaryWe are seeking a highly motivated and experienced Territory Manager to join our Commercial Marketing team at British American Tobacco. As a Territory Manager, you will be responsible for delivering commercial and consumer performance within an assigned geographical area.Key ResponsibilitiesManage your territory to deliver volume and market share...


  • Kelowna, British Columbia, Canada British American Tobacco Full time

    Job SummaryWe are seeking a highly motivated and experienced Territory Manager to join our Commercial Marketing team at British American Tobacco. As a Territory Manager, you will be responsible for delivering commercial and consumer performance within an assigned geographical area.Key ResponsibilitiesManage your territory to deliver volume and market share...

  • Commercial Buyer

    5 days ago


    Kelowna, Canada ABC Recycling Full time

    About UsEstablished in 1912, ABC Recycling Ltd. is one of the largest locally owned and operated metal recyclers in Western Canada. We exist to preserve the world’s resources, building thriving communities by accelerating metal recycling. We take pride in being at the forefront of the industry, driving positive change and contributing to a sustainable...

  • Commercial Buyer

    1 week ago


    Kelowna, Canada ABC Recycling Full time

    About UsEstablished in 1912, ABC Recycling Ltd. is one of the largest locally owned and operated metal recyclers in Western Canada. We exist to preserve the world’s resources, building thriving communities by accelerating metal recycling. We take pride in being at the forefront of the industry, driving positive change and contributing to a sustainable...