Client Manager, Private Client Solutions

2 weeks ago


Mississauga, Canada Jones DesLauriers Full time

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 re-imbursement 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

  • Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
  • 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 problem-solving skills
  • Ability to be a self-starter 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.

#J-18808-Ljbffr

  • Mississauga, Canada Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Mississauga, Canada National Logistics Services Full time

    **Company Overview** National Logistics Services (NLS) is Canada’s leading retail logistics provider for global lifestyle brands, including apparel, footwear, accessories, and sporting goods. NLS’s well-established Canadian retail relationships, transportation partnerships, and infrastructure provide our internationally recognized clients with a...


  • Mississauga, Canada Innotech-Execaire Aviation Group Full time

    The CSR is responsible for (but not limited to) the following: - Ensure Private lounge is properly tended for all aircraft Arrivals/ Departures - Replenish any missing amenities accordingly from lounge - Assist Clients with any of their requests - Maintain aircraft orderliness as well as commissary room to the highest standards - Ensure items to be placed...


  • Mississauga, Canada Chartright Air Inc. Full time

    **Who we are**: We are Chartright Air Group, a trailblazer in Canada's aviation industry, offering a wide range of services, including private jet charter, aircraft management, FBO services, and aircraft maintenance. Our unwavering dedication to safety, customer service, and operational excellence solidifies our distinguished reputation across Canada's...


  • Mississauga, Canada Chartright Air Group Full time

    **Who we are**: We are Chartright Air Group, a trailblazer in Canada's aviation industry, offering a wide range of services, including private jet charter, aircraft management, FBO services, and aircraft maintenance. Our unwavering dedication to safety, customer service, and operational excellence solidifies our distinguished reputation across Canada's...


  • Mississauga, Ontario, Canada Spectrum Health Care Full time

    Motivates, directs and coaches staff to ensure quality care to all clients.Reviews staffing assignments to ensure the delivery of quality care to all clients and overtime for field staff is managedEnsures effective resolution of customer complaints to increase satisfaction and maintain customer loyaltyOversees staffing and the preparation of monthly...


  • Mississauga, Ontario, Canada Spectrum Health Care Full time

    Company DescriptionYour happiness and well-being are top priorities at Spectrum We offer competitive wages, paid sick days, RRSP matching and moreWe are hiring a Manager, Client Care Services to support our Peel branch. This position will work out of our Mississauga office. Reporting to the Regional Manager, the Manager, Client Care Services manages the...


  • Mississauga, Canada Bayshore HealthCare Full time

    The Client Service Manager, under the direction of the immediate Supervisor, oversees the coordination of client care schedules by the Client Service Coordinators in the Mississauga Government Branch. S/he is responsible for timely data entry of all client referrals, new orders and updated information. The Client Service Manager oversees all aspects of...

  • Mortgage Assistant

    4 days ago


    Mississauga, Canada Mortgage Fernando Inc., Full time

    **Job Title: Mortgage Assistant / Client Solutions Specialist** **The Opportunity**: Join our dynamic team at Mortgage Fernando Inc., a prominent and expanding mortgage brokerage committed to delivering exceptional solutions to our clients. We are in search of a dedicated Mortgage Assistant / Client Solutions Specialist to play a pivotal role in our client...


  • Mississauga, Canada Spectrum Health Care Full time

    Company Description Your happiness and well-being are top priorities at Spectrum! We offer competitive wages, paid sick days, RRSP matching and more! We are hiring a  Manager, Client Care Services   to support our Peel branch.  This position will work out of our  Mississauga office. Reporting to the Regional Manager, the  Manager, Client Care...


  • Mississauga, Canada Spectrum Health Care Full time

    Company DescriptionYour happiness and well-being are top priorities at Spectrum! We offer competitive wages, paid sick days, RRSP matching and more!We are hiring a Manager, Client Care Services to support our Peel branch. This position will work out of our Mississauga office. Reporting to the Regional Manager, the Manager, Client Care Services manages the...


  • Mississauga, Canada Spectrum Health Care Full time

    Motivates, directs and coaches staff to ensure quality care to all clients.Reviews staffing assignments to ensure the delivery of quality care to all clients and overtime for field staff is managedEnsures effective resolution of customer complaints to increase satisfaction and maintain customer loyaltyOversees staffing and the preparation of monthly...


  • Mississauga, Canada Symcor Inc. Full time

    About Symcor Symcor enables secure data exchanges and supporting business processes, to help clients succeed in an evolving digital world. Trusted by Canada's largest institutions for over 25 years to support their digital transformations, Symcor aligns industry participants to solve common challenges in the most effective and efficient way. **The...


  • Mississauga, Canada Bayshore HealthCare Full time

    Job Description Job Title: Client Success Manager Locations: Mississauga, Ontario Job Type: Temporary Full-Time (one year contract) At Vyta, we simplify aging in place for seniors and their families. Powered by Bayshore HealthCare, the successful candidate will join a team focused on promoting well-being and freedom by working closely with each...


  • Mississauga, Canada FNF Canada Full time

    Date Posted: March 25, 2024Location: Mississauga, ONDepartment: Lending Solutions FNF Canada is a leading service provider to financial institutions in the area of mortgage processing, tax and appraisal services, and title insurance. We pride ourselves on our relentless focus on enhancing the value of our services to our clients through continuous...


  • Mississauga, Canada FNF Canada Full time

    Date Posted: March 25, 2024Location: Mississauga, ONDepartment: Lending Solutions FNF Canada is a leading service provider to financial institutions in the area of mortgage processing, tax and appraisal services, and title insurance. We pride ourselves on our relentless focus on enhancing the value of our services to our clients through continuous...


  • Mississauga, Canada FNF Canada Full time

    Date Posted: March 25, 2024Location: Mississauga, ONDepartment: Lending Solutions FNF Canada is a leading service provider to financial institutions in the area of mortgage processing, tax and appraisal services, and title insurance. We pride ourselves on our relentless focus on enhancing the value of our services to our clients through continuous...

  • solutions architect

    2 weeks ago


    Mississauga, Canada Lumovy Technology Solutions Full time

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Bachelor's degreeExperience: 5 years or moreWork settingPrivate company, corporation or industryTasksConfer with clients to identify requirementsDesign, develop and implement information systems business solutionsProvide advice on information systems strategy, policy, management and...


  • Mississauga, Canada Bayshore HealthCare Full time

    **About the Role**: Under the supervision of the Associate Program Manager, the Reimbursement/Client Care Specialist (CCS) will play an essential role in supporting patients living with a respiratory disease to improve both their health outcomes and quality of life. CCS will provide drug coverage support to physicians and patients, follow up on submissions...


  • Mississauga, Canada Bayshore HealthCare Full time

    **About the Role**: Under the supervision of the Associate Program Manager, the Reimbursement/Client Care Specialist (CCS) will play an essential role in supporting patients living with a respiratory disease to improve both their health outcomes and quality of life. CCS will provide drug coverage support to physicians and patients, follow up on submissions...