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Account Manager, Private Client Solutions

2 months ago

Calgary, Canada Lloyd Sadd Full time

POSITION: Account Manager, Private Client Solutions


REPORTING TO: Director of Personal Insurance


THE ROLE

The Private Client Solutions (PCS) Account Manager is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The PCS Account Manager will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts.


WHAT YOU’LL DO

  • Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
  • Participation in growth initiatives on behalf of the PCS department;
  • Liaise with company underwriters to negotiate the best terms for PCS clients when required;
  • Ensure that strong, long-term customer relationships are created by providing value-added services;
  • Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
  • Assisting Advisors with Accounts Receivable of existing client base;
  • Working with PCS team members to provide an exceptional customer service experience;
  • Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures;
  • Work closely with the Account Assistants to ensure timelines are being met and to review the accuracy of documentation;
  • Manage account documentation (i.e., routine inquiries, quotes, insurance contracts, endorsements, cancellations, etc.);
  • Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;
  • Ensure EPIC workflows are followed including maintaining and updating custom forms;
  • Ensure accurate and timely servicing and billing of accounts;
  • Participate in training and professional development courses to enhance skills and industry knowledge.


WHAT WE REQUIRE

  • 2 to 4 years of personal lines experience and EPIC brokerage software preferred;
  • Experience in the High-Net-worth space is considered an asset;
  • Level 2 General Insurance license is strongly preferred;
  • Completed or working towards C.I.P. or C.A.I.B. designation;
  • Superb interpersonal skills and attention to detail;
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills;
  • Advanced skills in Outlook, Excel, and Word.


WHAT WE OFFER

  • Competitive Salaries 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


Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort, and rewards based on results.


Ready to apply? We thought so


Qualified candidates are invited to email their resume and cover letter to:


Lloyd Sadd 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.