Crm Offres d'emploi - Olds, AB
Dernière mise à jour : il y a 1 jour
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- Offre sponsorisée
Client Manager, Commercial Insurance
Lloyd SaddAlberta, Canada The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, ...Voir plusDernière mise à jour : il y a 22 jours
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Client Manager, Commercial Insurance
Lloyd SaddAlberta, CanadaIl y a 22 jours
Description de posteMost importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service; Actively engaged in supporting the growth of the company; A key emphasis on building rapport and relationships through internal team mentorship and through external client relations; Overseeing and mentoring Client Managers, Client Associates, and Client Coordinators including helping their career development by supporting them to attend client meetings as appropriate; Delegate, develop, and coach the team to ensure timelines are being met; Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions; Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product / service requirements in collaboration with the Senior Advisors; Ensure EPIC workflows are followed including maintaining and updating custom forms; Ensure accurate and timely servicing and billing of accounts; and Other duties as required. Demonstrated 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 an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards; Solid mentorship skills and teaming capability; 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 the 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). 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!
THE ROLE :
The Client Manager is an expert advisor 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 Client 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.
As an Client Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;
- Affable, approachable, accommodating, and detail-oriented
- Highly tolerant for systematic work
- Respectful and accepting of others’ decisions.
WHAT YOU’LL DO :
WHAT WE REQUIRE :
WHAT WE OFFER
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 : [email protected].
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.