Client Relationship Manager

4 days ago


Calgary, Alberta, Canada Lloyd Sadd Group Full time

Lloyd Sadd Group aims to provide expert advice in risk management, employee wellbeing, and insurance to its clients.

We strive to attract exceptional talent and build top-performing teams who deliver the best results.

The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of high-net-worth clients, working alongside commercial producers to grow the PCS book of business with a focus on retention.

Key Responsibilities:

  • Provide value-added services to clients;
  • Contribute to growth initiatives on behalf of the PCS department;
  • Facilitate effective communication with company underwriters to secure optimal terms for PCS clients;
  • Foster long-term customer relationships by delivering exceptional service;
  • Maintain expertise in insurance products and services offered by various insurers;
  • Support advisors with accounts receivable management;
  • Collaborate with the PCS team to provide an outstanding customer experience;
  • Work closely with advisors to ensure seamless client service, marketing, and renewal processes align with Lloyd Sadd's standards;
  • Coordinate with account assistants to verify documentation accuracy and adherence to timelines;
  • Oversee account documentation;
  • Analyze clients' current coverage and exposures to inform product/service recommendations;
  • Promote efficient and timely account servicing and billing;
  • Engage in ongoing training and professional development to enhance skills and knowledge;
  • Perform other duties as needed.

Requirements:

  • 2-4 years of personal lines experience and proficiency in EPIC brokerage software desired;
  • Strong preference for Level 2 General Insurance license;
  • Proven ability to work independently with excellent written and verbal communication skills, as well as organizational capabilities.


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