Commercial Account Manager

Lloyd Sadd Insurance Brokers - Calgary, AB (30+ days ago)

Apply Now

POSITION: Commercial Account Manager

POSITION OVERVIEW: The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In addition, The Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

Competitive wages based on skills and experience

Comprehensive benefits after ninety days of employment. 

RRSP matching component. 

Tuition Reimbursement. 

Flexible working hours. 

Personal Days & Health and Wellness Days. 

Positive work environment 

Opportunities for growth development and internal promotion

Accountable to the Unit Manager and Account Executive for the assigned book of business

To lead, develop, and coach the Account Assistant

Responsible to delegate and direct work to Account Assistant’s to ensure timelines are being met and to review accuracy of documentation

To foster and develop open two-way communication by conducting meaningful, informative and productive weekly or bi-weekly team meetings

Responsible for managing a book of business

Works closely with Account Executives on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures

Initiate Account Planning with Producer 120 days in advance of the renewal

Set clear expectation for client and business partners by providing same day response time

In collaboration with Account Executives; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients

Identifies and follows-up on cross-selling opportunities when appropriate

Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.)

Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements

Ensure EPIC workflows are followed including maintaining and updating custom forms

Maintain Claims information in EPIC which includes; input, update and follow-up with client

Ensure accurate and timely servicing and billing of accounts

Actively develop an increased knowledge of related insurance products and client needs

May participate in or conduct client meetings when necessary

Participate in training and professional development courses to enhance skills and industry knowledge

Maintain positive working relationships with clients, team and other Lloyd Sadd departments and offices

Other duties as assigned

Minimum 3 years of commercial insurance experience required

Level II license required

C.I.P. or C.A.I.B. designation(s) preferred

Solid understanding of policy wordings/coverages

Ability to mentor others and proven negotiation skills

Strong attention to detail, time management, problem solving and analytical 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.

Apply online by emailing and updated Resume & Cover Letter to Courtney Bosch, Human Resources Business Partner

We are an Equal Opportunity Employer. We are committed to providing an inclusive work environment that welcomes diversity and supports accessibility across the organization. If you require accommodation at any time during the recruitment process, please let us know.

We welcome applications from all interested individuals; however, only those candidates selected for an interview will be contacted.