POSITION OVERVIEW The Private Client Solutions Account Manager provides high-quality internal support through accurate policy processing, effective remarketing, and thorough renewal preparation. This role focuses on back-end service work rather than direct client communication, ensuring that Account Executives have complete, accurate, and timely information to serve clients effectively. This is a remote or hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management.

Sales Execution

Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies. Prepare accurate quote packages, renewal comparisons, and coverage analyses. Support submissions by gathering underwriting details and required documents.

Account

Management & Reporting Perform policy checks and maintain complete, audit-ready files with up-to-date data Relationship Building & Networking Provide responsive support to producers and senior account managers. Address internal service requests promptly and accurately.



Marketing & Client Engagement ~ Support client retention through high-quality market comparisons and renewal preparation.

Administration & Technical Support Process endorsements, policy changes, cancellations, rewrites, and reinstatements accurately. Manage carrier downloads, documentation standards, and Epic workflows. Level 1 BC License Preferred – 30 days can be provided to obtain licensing Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know.

We will work with you to ensure the necessary arrangements are in place to support. Internal equity to ensure fairness across the organization and region/location is also considered.

📌 Account Manager - Private Client Services (Abbotsford)
🏢 Waypoint
📍 Abbotsford