Senior Client Manager, Commercial Lines
MISSISSAUGA, ON | Reporting to: Chief Operating Officer
POSITION OVERVIEW
Jones DesLauriers is hiring for an experienced Senior Client Manager, Commercial Lines 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.
RESPONSIBILITIES
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 expectations for clients 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
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Identify and follow-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 inquiries, 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 ensure 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
REQUIREMENTS
Minimum 10 years of commercial insurance experience required
R.I.B.O. license required
C.I.P. or C.A.I.B. designation(s) preferred
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
Qualified candidates are invited to email their resume and cover letter to
Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
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