Private Client Solutions Professional

6 days ago


Calgary, Alberta, Canada Lloyd Sadd Full time
Job Overview:

Lloyd Sadd seeks an experienced Private Client Solutions (PCS) Account Manager to join our team. This role involves delivering exceptional service to high-net-worth clients, growing the PCS book of business, and maintaining strong customer relationships.

Main Responsibilities:
  1. Develop and implement strategies to deliver best-in-class additional services to clients;
  2. Collaborate with company underwriters to negotiate best terms for PCS clients;
  3. Manage client relationships and ensure strong, long-term connections are established;
  4. Maintain a comprehensive knowledge base of insurance products and services;
  5. Support Advisors with Accounts Receivable and other tasks;
  6. Work closely with PCS team members to achieve exceptional customer service results;
  7. Ensure compliance with EPIC workflows and maintain updated custom forms;
  8. Foster a culture of accuracy and timeliness in account servicing and billing;
  9. Engage in ongoing training and professional development to enhance skills and industry knowledge;
Qualifications:
  • 2 to 4 years of personal lines experience and EPIC brokerage software experience desired;
  • High Net worth experience considered an asset;
  • Level 2 General Insurance license strongly preferred;
  • C.I.P. or C.A.I.B. designation preferred;
  • Superb interpersonal skills and attention to detail;
  • Self-motivated individual with strong written and oral communication skills;
  • Organizational skills and proficiency in Outlook, Excel, Word.


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