POSITION: Account Manager, Commercial Lines - Vancouver, BC About Lloyd Sadd: Lloyd Sadd Insurance Brokers Ltd. is one of Alberta\xe2\x80\x99s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are innovative leaders in Alberta\xe2\x80\x99s energy, construction, transportation, hospitality, and manufacturing sectors. We partner with our client to fully understand their business which in turn, allows us to successfully understand their insurance needs. We are trusted advisors making a difference. With a current complement of over 180 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With two locations in Alberta, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. THE ROLE The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors 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. In addition, The Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team\xe2\x80\x99s overall effectiveness. WHAT YOU\xe2\x80\x99LL DO
Works closely with Senior Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd\xe2\x80\x99s best practices and standard procedures
Responsible to delegate, develop, and coach the Account Assistant\xe2\x80\x99s work to ensure timelines are being met and to review accuracy of documentation
Review client\xe2\x80\x99s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
Ensure EPIC workflows are followed including maintaining and updating custom forms
Ensure accurate and timely servicing and billing of accounts
Participate in training and professional development courses to enhance skills and industry knowledge
Other duties as assigned
WHAT WE REQUIRE
Commercial insurance experience required
Level II license required
C.I.P. or C.A.I.B. designation(s) preferred or working towards
Solid understanding of policy wordings/coverages
Strong attention to detail, time management, problem solving and analytical skills
Advanced skills in Outlook, Excel, Word and EPIC
WHAT WE OFFER
Competitive Salaries based on knowledge and experience;
Comprehensive Benefits;
Matching RRSP Contributions;
Flexible Working Arrangements & Schedules;
Career development & Tuition Reimbursement;
Employee Discounts;
Health and Wellness Initiatives;
Referral Bonuses for both New Business and Talent;
A positive and safe work environment!
Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd\xe2\x80\x99s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results. Ready to apply? We thought so! Qualified candidates are invited to apply. Lloyd Sadd 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. Job Types: Full-time, Permanent Salary: From $60,000.00 per year Benefits:
Casual dress
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Tuition reimbursement
Vision care
Work from home
Schedule:
Monday to Friday
Supplemental pay types:
Bonus pay
Application question(s):
Do you possess Insurance Placement Experience?
Experience:
Commercial Account Manager Insurance: 3 years (required)
Licence/Certification:
General Level 1 License (required)
Work Location: Remote
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