Client Manager, Commercial Lines (Toronto)

Client Manager, Commercial Lines (Toronto)

02 Sep
|
Jones DesLauriers
|
Toronto

02 Sep

Jones DesLauriers

Toronto

WHY THIS ROLE MATTERS Jones DesLauriers is hiring for an experienced Client Manager, Commercial Insurance who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be 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. WHAT YOU’LL BE RESPONSIBLE FOR : Responsible for managing a renewal book of business

Works closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures.

Maintain a persistently high-level retention rate on your Book of Business

Maintain a retention rate of 95% or higher on your Book of Business

Set clear expectation for client and business partners by providing same day response time In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients

Develops current business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients

Manage account documentation (i.e., routine inquires, quotes, binders, 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

Maintain up-to-date EPIC workflow documentation and ensures workflows are followed





Ensure accurate and timely servicing and billing of accounts

Participate actively in cross-sell campaigns and other initiatives as required

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, staff, other JDIMI departments and offices

Other duties as assigned WHAT YOU’LL BRING TO THE ROLE : Minimum 5 years of commercial insurance experience required

R.I.B.O. license required

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

Client development/relationship management experience

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 WHAT WE OFFER : Health and Dental Benefits

RRSP Match Program

Bonus

Hybrid Work Environment

Paid Vacation Time

Sick Days

Additional PTO available *This is a new position.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position. We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.

📌 Client Manager, Commercial Lines (Toronto)
🏢 Jones DesLauriers
📍 Toronto

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