Client Manager, Commercial Lines

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 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
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
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
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.
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