Client Account Manager

2 weeks ago

Mississauga, Canada Jones DesLauriers Insurance Management Inc. Full time

**POSITION OVERVIEW**:
Jones DesLauriers is hiring a Client Manager, Personal Insurance to service our VIP Clients and will report to the Vice President, Personal Operations, Personal Insurance. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.

**RESPONSIBILITIES**:

- Document EPIC customer files, using correct activity codes, noting all conversations with customers, insurers, etc.
- Renewal review, recommendations, comparison quotes and remarket when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests and new business/remarkets on insurance company portals
- Review and invoice all endorsements and renewals (if not automatically invoiced by the system)
- Release renewals after making appropriate changes when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS,
- Support other members of the team when needed

**REQUIREMENTS**:

- Minimum 5 years insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client development/relationship management experience
- Strong customer service background with demonstrated business acumen
- University degree desired
- Superb interpersonal, communication, and effective problem-solving skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
- Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply._

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Mississauga, ON

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