Advisor, Private Client Solutions

2 months ago

Calgary, Canada Lloyd Sadd Full time

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.
We Listen. We Think. We Deliver.
THE ROLE
The Private Client Solutions (PCS) Advisor 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 affiliation. The PCS Advisor 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.
As a PCS Advisor, you are a Captain, you are a problem solver, who likes changes and innovation while controlling the big picture. You are:

- Venturesome, a risk-taker who is confident and a self-starter;
- Independent and strong-willed, connecting easily with others;
- A natural leader, inspiring and challenging those around you;
- Assertive, results-oriented, diplomatic, and impatient.

**WHAT YOU’LL DO**:

- Delivering “best in class” additional services to the same assigned group of clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients, and may include attendance at insurer inspections, site visits with commercial lines executives, and creating and implementing additional value-added services as appropriate;
- Participation in growth initiatives on behalf of the PCS department;
- Liaise with company underwriters to negotiate best terms for PCS clients;
- Increase revenue by identifying new business opportunities and acquiring new business for the company;
- 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;
- Managing Accounts Receivable of existing client base;
- Working with PCS team members to provide an exceptional customer service experience;
- Other duties as required.

**WHAT WE REQUIRE**:

- 2 to 4 years of personal lines experience and EPIC brokerage software preferred;
- Experience in the High-Net-worth space considered an asset;
- Level 2 General Insurance license 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, Word

Lloyd Sadd is actively committed to supporting 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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