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Account Manager, Private Client Solutions Expert

2 months ago

Calgary, Alberta, Canada Lloyd Sadd Full time
Job Summary

We are seeking a highly skilled and experienced Account Manager to join our Private Client Solutions team at Lloyd Sadd. As an Account Manager, you will be responsible for delivering exceptional service to our high-net-worth clients, growing our business, and developing strong relationships with our clients and internal stakeholders.

Key Responsibilities
  • Client Service: Provide best-in-class service to our high-net-worth clients, including delivering additional services above and beyond normal transactional services.
  • Business Development: Participate in growth initiatives to expand our Private Client Solutions book of business, focusing on retention of both personal and commercial accounts.
  • Relationship Building: Develop and maintain strong relationships with clients, internal stakeholders, and external partners to drive business growth and client satisfaction.
  • Product Knowledge: Maintain a current knowledge base of insurance products and services, including regular, non-standard, and high-net-worth markets.
  • Team Collaboration: Work closely with the PCS team to provide an exceptional customer service experience and ensure timely and accurate servicing and billing of accounts.
Requirements
  • Experience: 2-4 years of personal lines insurance experience, with EPIC brokerage software preferred.
  • Skills: Superb interpersonal skills, attention to detail, and ability to be a self-starter with strong written and oral communication skills.
  • Education: Level 2 General Insurance license is strongly preferred, and completed or working towards C.I.P. or C.A.I.B. designation.
What We Offer
  • Competitive Compensation: Competitive salaries based on knowledge and experience.
  • Comprehensive Benefits: Comprehensive benefits package, including health and wellness initiatives.
  • Professional Development: Opportunities for career development and tuition reimbursement.