Client Manager, Commercial Insurance – Jones DesLauriers
MISSISSAUGA, ON | Reporting to: Director, Commercial Insurance & Compliance
POSITION OVERVIEW
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.
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 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 new 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
REQUIREMENTS:
- 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
Qualified candidates are invited to email their resume and cover letter to careers@jdimi.com
BUILDING THE GREAT CANADIAN BROKERAGE
Navacord is a leading insurance and risk management brokerage created to keep the Canadian entrepreneurial spirit alive. Led by a passionate and engaged partnership group, Navacord Broker Partners are committed to the success of their clients by delivering expert advice in an increasingly complex world which allows them to face the future with confidence.
✓ Fastest Growing Multiline Brokerage in Canada
✓ 3,700+ Employees
✓ 75,000+ Commercial Clients
✓ ~$858m Revenue
✓ 48% B2B (Commercial & Benefits)
✓ 29% B2C (Personal Lines)
✓ 14% Employee Benefits & Retirement
✓ 9% Underwriting Solutions
✓ ~$5 Billion Annual Premium