Overview
AM Bonding/Surety Jobs in Calgary – Alberta at Lloyd Sadd
Title: AM Bonding/Surety
Company: Lloyd Sadd
Location: Calgary – Alberta
Category: Management
About Lloyd Sadd:
Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s 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’s 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 400 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 an expert advisor 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’s overall effectiveness.
As an Account Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker.
You are
;
Affable, approachable, accommodating, and detail-oriented
Highly tolerant for systematic work
Respectful
and accepting of others’ decisions. WHAT YOU’LL DO:
Most importantly, you will
lead by example
, live our values, and drive business relationships for the company by providing exceptional customer service;
Actively engaged in supporting the growth of the company;
A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
Overseeing and mentoring account managers, account associates, and account assistants including helping their
career development
by supporting them to attend client meetings as appropriate;
Delegate, develop, and coach the team to ensure timelines are being met;
Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in
collaboration
with the Senior Advisors;
Ensure EPIC workflows are followed including maintaining and updating custom forms;
Ensure accurate and timely servicing and billing of accounts; and Other duties as required. WHAT WE REQUIRE:
Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
Level II license or and relevant industry experience required; preferred an academic background consisting of post secondary
education
, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
A well-defin…
