Insurance Account Manager

2 weeks ago

Vancouver, Canada Lloyd Sadd Insurance Brokers Ltd. 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 innovative leaders in Alberta’s 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 180 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 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 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.

**WHAT YOU’LL DO**
- Works closely with Senior Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures
- Responsible to delegate, develop, and coach the Account Assistant’s work to ensure timelines are being met and to review accuracy of documentation
- Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Ensure EPIC workflows are followed including maintaining and updating custom forms
- Ensure accurate and timely servicing and billing of accounts
- Participate in training and professional development courses to enhance skills and industry knowledge
- Other duties as assigned

**WHAT WE REQUIRE**
- Commercial insurance experience required
- Level II license required
- C.I.P. or C.A.I.B. designation(s) preferred or working towards
- Solid understanding of policy wordings/coverages
- Strong attention to detail, time management, problem solving and analytical skills
- Advanced skills in Outlook, Excel, Word and 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 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**
- 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._

**Job Types**: Full-time, Permanent

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Work Location: One location

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