Client Solutions Manager

Overview

We are seeking a highly motivated Commercial Lines Account Manager with a minimum of 3 years of experience and demonstrated expertise in Construction and Contractor risks to support a growing Middle Market portfolio. This role manages a sophisticated book of business consisting of approximately: 200 clients • 300 policies • $ in premium volume • Construction, contracting, trades, and blue-collar operations • Anticipated annual growth of approximately 15% The successful candidate will act as the primary service lead, partnering with the Producer and internal Marketing Team to deliver an exceptional client experience while supporting retention, operational excellence, and growth. How you'll make an impact Portfolio Management • Manage all aspects of a Middle Market Commercial Lines portfolio. • Serve as the primary day-to-day contact for clients, insurers, and business partners. • Develop strong client relationships and act as a trusted advisor regarding coverage and risk management needs. • Manage account retention and support growth initiatives across the portfolio. • Act as a Subject Matter Expert (SME) in Construction and Contractor risks. Renewals & Marketing • Lead the full renewal process for approximately 300 policies. • Conduct pre-renewal reviews and identify coverage gaps, market opportunities, and remarketing strategies. • Work collaboratively with the Producer and internal Marketing Team to develop renewal strategies and secure competitive quotations. • Coordinate renewal submissions with carrier partners and the internal Marketing Team. • Review, analyze, and compare renewal quotations and coverage options. • Prepare and present renewal recommendations and coverage solutions to clients. • Negotiate directly with insurers to secure optimal pricing, coverage, and terms. • Escalate service, underwriting, and pricing concerns with carriers when required. • Prepare and deliver renewal presentations independently or jointly with the Producer based on account complexity and client relationships. • Ensure renewals are marketed, negotiated, presented, and bound within established timelines and service standards. New Business Implementation • Coordinate all new business onboarding activities following a sale. • Ensure seamless implementation and transition to the service team. • Manage policy issuance, documentation, coverage reviews, and insurer follow-up. • Partner with the Producer to support a book targeted for continued growth. Client Service & Administration • Issue Certificates of Insurance through CSR24. • Upload certificates, compliance documentation, and insurance records to third-party contractor and compliance platforms. • Process pink cards and evidences of insurance. • Manage endorsements, policy changes, billing inquiries, and coverage requests. • Maintain service level agreements and ensure an exceptional client experience. • Support trust accounting processes and maintain accurate records within Applied Epic. Carrier & Market Relationships • Build strong relationships with insurers and underwriting partners. • Advocate on behalf of clients regarding service, coverage, and rating concerns. • Collaborate with underwriters to secure optimal outcomes for clients. • Escalate accounts when necessary to obtain competitive terms, pricing, and service solutions. About you Minimum 3 years of Commercial Lines Account Management experience. Experience managing Commercial Lines accounts, preferably within a Middle Market environment. Strong Construction and Contractor insurance expertise. Experience managing complex, multi-line commercial accounts Experience supporting portfolios with significant premium volume and growth expectations. Experience working directly with Producers on retention, renewal, and growth initiatives. Active General Level 2 Insurance License (Alberta) required. Additional provincial insurance licenses are considered a strong asset. Candidates licensed only in Alberta must be willing and able to obtain additional provincial licenses within a defined timeframe following hire, as required to support client and business needs. Strong organizational and time management skills. Exceptional client service and relationship-building abilities. Ability to prioritize and manage a large volume of competing deadlines. Strong negotiation, problem-solving, and decision-making skills. Ability to work independently while collaborating effectively with Producers, Marketing, Underwriting, and Operations teams. Detail-oriented with a proactive and solutions-focused approach. Technical Skills • Advanced proficiency with Applied Epic. • Experience with Trust Accounting functions. • Experience issuing Certificates of Insurance through CSR24. • Experience uploading certificates and compliance documents to third-party contractor management and compliance platforms. • Strong understanding of Commercial General Liability, Commercial Property, Commercial Automobile, Contractors Equipment, Builders Risk, Wrap-Up Liability, Environmental & Pollution Liability, Cyber Liability, Umbrella & Excess Liability, Professional Liability, and Course of Construction.