Insurance Business Development Manager

3 weeks ago


Calgary, Alberta, Canada Lloyd Sadd Full time
Job Description

We are seeking an experienced Commercial Lines Account Manager to join our team. As an expert advisor, you will be 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.

This role requires a high level of expertise in commercial insurance and policy wordings within key industry sectors. You will need to demonstrate strong mentorship skills, teaming capability, and diplomacy. Additionally, you should have solid analysis, problem-solving, critical thinking, decision-making, teamwork, communication, innovation, and adaptability skills.

Key Responsibilities:
  • Lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
  • Actively engage in supporting the growth of the company;
  • Build rapport and relationships through internal team mentorship and external client relations;
  • Mentor account managers, account associates, and account assistants, including helping them attend client meetings as appropriate;
  • Delegate, develop, and coach the team to ensure timelines are being met;
  • Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
  • Analyze risk to determine product/service requirements in collaboration with Senior Advisors;
  • Ensure EPIC workflows are followed, including maintaining and updating custom forms;
  • Accurately and timely serve and bill accounts;
Requirements:
  • Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
  • Level II license or equivalent and relevant industry experience required; preferred post-secondary education, certificates, industry programs, such as CIP, CRM, and CAIB or working towards;
  • Solid mentorship skills and teaming capability; ability to lead and motivate, delegate, and rally colleagues;
  • A well-defined sense of diplomacy and business acumen with a focus on customer service and overall client experience;
  • Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC);
What We Offer:
  • Estimated salary range: $70,000 - $90,000 per year;
  • Comprehensive benefits package;
  • Matching RRSP contributions;
  • Flexible working arrangements & schedules;
  • Career development & tuition reimbursement;
  • Employee discounts;
  • Health and wellness initiatives;
  • Referral bonuses for new business and talent;
  • A positive and safe work environment;


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