THE ROLEThe Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and working closely with the Advisor in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for providing direction to the Associate and Account Administrators.As an Account Manager, you possess a solid understanding of commercial insurance and play a key role in the placement of insurance and leading the renewal process with clients. To excel, you are detail oriented, patient, conscientious, accommodating and a cooperative team worker.WHAT YOU'LL DOWork closely with Advisors and other service teams on all aspects of client service, marketing, and renewal while adhering to HK Henderson | Navacord best practices and standard proceduresCommunicate with Advisors on all incoming current claims, ensuring prompt responses from carriers, and maintain ongoing communicationLead the process to acquire information for renewal, manage pre-renewal meetings, and initiate Account Planning with Advisor 90 days in advance of renewalManage account documentation promptly and accurately including routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.Continuously review client's coverages,



exposures and loss experience and analyze risk to determine the product/service requirements in collaboration with the AdvisorAudit files and proactively identify and address potential issues to ensure E&O; exposure preventionAccompany Account Executives and Advisors to prospect and client meetings as requestedEnsure accurate and timely servicing and billing of accountsMaintain and update EPIC and ensure workflows are followedStay informed about industry trends, market conditions, and emerging risksActively develop an increased knowledge of related insurance products and client needsOther duties as required.WHAT WE REQUIREDemonstrated breadth across commercial insurance and depth with policy wording and coverage within key industry sectorsLevel 2 license or equivalent and relevant industry experience required: certificates, industry programs, such as CIP, CRM and CAIB or working towardsSolid mentorship skills and teaming capability;
the ability to lead andmotivate, delegate, and rally colleaguesAbility to build and maintain lasting relationships with clients and key business partners communicating both verbally and in written correspondencesA well-defined sense of diplomacy and business acumen with a focus on customer service and overall client experienceSkills in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptabilityAdvanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC

📌 Commercial Lines Account Manager (Regina)
🏢 HK Henderson | Navacord
📍 Regina