Overview
Senior Client Manager, Commercial Insurance/Transportation Jobs in Mississauga – Ontario at Jones DesLauriers
Title: Senior Client Manager, Commercial Insurance/Transportation
Company: Jones DesLauriers
Location: Mississauga – Ontario
Category: Business, Sales
Position: Senior Client Manager, Commercial Insurance (Transportation)
WHAT WE OFFER:
Great
learning and growth
opportunities
Hybrid
remote work flexibility
A competitive compensation package
Full Benefits Package
RRSP Matching Program Professional Development Courses & Designations
100% tuition re-imbursement for business relevant courses and training
On-site Fitness Facility
A volunteer day to
make a difference
and give back to your community
Vary days – including a day off for your birthday
POSITION OVERVIEW:
Jones Des Lauriers is hiring for an experienced Client Manager, Commercial Transportation who is a knowledgeable expert advisor in commercial transportation 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 Busine
SS 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 10 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 manage…
