Client Manager, Private Client Solutions

3 months ago


Mississauga, Canada Jones DesLauriers Insurance Management Inc. 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**
- 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._

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

**Benefits**:

- Dental care
- Employee assistance program
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Mississauga, ON L4W 4Y6



  • 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 Gallagher Full time

    About Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by _The Gallagher Way_, our set of shared values and guiding tenets. A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will...


  • Mississauga, Ontario, Canada Gallagher Full time

    Job Title: Client Solutions Manager Join Gallagher's global brokerage team as a Client Solutions Manager and take on the challenge of delivering exceptional service to clients, driving business growth, and fostering a culture of excellence. Job Description The Client Solutions Manager is a key role that requires a unique blend of technical expertise,...


  • 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 Scotiabank Full time

    Requisition ID: 200812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Solutions Advisor** We are actively recruiting experienced Client Solutions Advisors in the Greater Toronto Area. **Job Overview**: As a Client Solutions Advisor you will be responsible for onboarding customers that have...


  • 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 TD Bank Full time

    **Work Location**: Mississauga, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **The Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth...


  • Mississauga, Ontario, Canada Gallagher Full time

    Job Description IntroductionIndulge 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,...


  • Mississauga, Ontario, Canada the Ladders Full time

    Position Title:The Ladders is in search of a Client Solutions Manager.About The Ladders:The Ladders is committed to providing its team members with abundant opportunities for professional development, engagement with innovative technologies, and the chance to contribute positively to the community.

  • Client Account Manager

    4 months ago


    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...

  • Client Account Manager

    4 months ago


    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 TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview :The...


  • Mississauga, Canada TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview :The...


  • Mississauga, Canada Halcan client Innovations LTD Full time

    Position responsible for installation, maintenance, and repairs on equipment within an assigned territory/region to assure continuity of customer operations and high levels of customer satisfaction - Responsible for ownership of customer problems or incidents until the situation has been resolved to the customer's satisfaction and or in compliance with...


  • Mississauga, Ontario, Canada Fine Sight Solutions Full time

    Building Meaningful ConnectionsFine Sight Solutions is a company that thrives on the power of communication and connection. Our guiding principles are built around the idea that building substantial and meaningful connections is a universal human need, and that communication is one of the most influential and useful tools.We partner with national brands to...


  • Mississauga, Ontario, Canada Fine Sight Solutions Full time

    Building Meaningful ConnectionsFine Sight Solutions is a company that thrives on the power of communication and connection. Our guiding principles are built around the idea that building substantial and meaningful connections is a universal human need, and that communication is one of the most influential and useful tools.We partner with national brands to...


  • Mississauga, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and motivated Private Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProvide exceptional customer service to affluent clients,...


  • Mississauga, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and motivated Private Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProvide exceptional customer service to affluent clients,...


  • Mississauga, Ontario, Canada GW Furniture Full time

    Company Overview GW Furniture is a leading provider of tailored office solutions, boasting two decades of expertise in the industry. We pride ourselves on delivering personalized consultations to create office environments that reflect our clients' unique needs. Our ergonomic furniture is designed to enhance comfort and productivity in the workplace....


  • Mississauga, Canada Encore Global Full time

    Position Overview The Client Solutions Coordinator has primary responsibility for planning and organizing all activities and personnel within the team. The incumbent will be part of a team that manages a designated client base. This role will report to Direct Event Process or Regioanl Sales Director. **Key Job Responsibilities** - Responsible for...