Commercial Insurance Relationship Manager

2 days ago


Calgary, Alberta, Canada Lloyd Sadd Full time

At Lloyd Sadd, we're committed to attracting and retaining top talent. This role is a critical component of our success, as it allows us to grow and develop dedicated team members.

We're seeking an expert Commercial Insurance Relationship Manager to lead by example and drive business relationships for the company. As an Account Manager, 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.

Responsibilities:
  • Develop and maintain strong relationships with clients through exceptional customer service;
  • Actively engage in supporting the growth of the company;
  • Build rapport and relationships through internal team mentorship and external client relations;
  • Oversee and mentor account managers, account associates, and account assistants, including helping them attend client meetings as appropriate;
  • Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
  • Review client current coverage and exposures, loss experience, and analyze risk to determine product/service requirements in collaboration with Senior Advisors;
  • Ensure EPIC workflows are followed, including maintaining and updating custom forms;
  • Ensure accurate and timely servicing and billing of accounts;
Requirements:
  • 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, including the 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;
  • Skill in analysis, problem-solving, critical thinking, decision-making, teamwork, communication, innovation, and adaptability;
  • Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).
What We Offer:
  • Competitive Salary: $80,000 - $110,000 per annum 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.


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