Investment advisor Offres d'emploi - Stony Plain, AB

THE ROLE

The Venture Advisor is responsible for managing a portfolio of small business clients. Advisors are experts 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 Venture Advisor 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.

WHAT YOU’LL DO

• Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures
• Responsible to delegate, develop, and coach the Client Coordinator’s work to ensure timelines are being met and to review accuracy of documentation
• 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
• Ensure accurate and timely servicing and billing of accounts
• Actively develop an increased knowledge of related insurance products and client needs
• Participate in training and professional development courses to enhance skills and industry knowledge
• Other duties as assigned