Client Manager - Canada (Toronto)

Client Manager - Canada (Toronto)

22 Sep
|
Baidu USA
|
Toronto

22 Sep

Baidu USA

Toronto

WHY THIS ROLE MATTERSJones 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 businessWorks 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 BusinessMaintain a retention rate of 95% or higher on your Book of BusinessSet clear expectation for client and business partners by providing same day response timeIn collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelops recent business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsManage 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 requirementsMaintain up-to-date EPIC workflow documentation and ensures workflows are followedEnsure accurate and timely servicing and billing of accountsParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other JDIMI departments and officesOther duties as assignedWHAT YOU’LL BRING TO THE ROLE :Minimum 5 years of commercial insurance experience requiredR.I.B.O. license requiredC.I.P. or C.A.I.B. designation(s) preferredClient development/relationship management experienceSolid understanding of policy wordings/coveragesAbility to mentor others and proven negotiation skillsStrong attention to detail, time management, problem solving and analytical skillsAbility to be a self-starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPICWHAT WE OFFER :Health and Dental BenefitsRRSP Match ProgramBonusHybrid Work EnvironmentPaid Vacation TimeSick DaysAdditional 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 - Canada (Toronto)
🏢 Baidu USA
📍 Toronto

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