Account Manager, Private Client Solutions

THE ROLE

The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Navacord's commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts.

WHAT YOU’LL DO:

Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;

Participation in growth initiatives on behalf of the PCS department;

Liaise with company underwriters to negotiate best terms for PCS clients when required;

Ensure that strong, long-term customer relationships are created by providing value added services;

Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;

Assisting Advisors with Accounts Receivable of existing client base;

Working with PCS team members to provide an exceptional customer service experience;

Works closely with Advisors on all aspects of client service, marketing, and renewal  while adhering to Navacord’s best practices and standard procedures

Work closely with the Account Assistant’s to ensure timelines are being met and to  review accuracy of documentation

Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.)

Review client’s current coverage and exposures, loss experience and analyze risk to  determine the product/service requirements when required

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 required

WHAT WE REQUIRE:

2 to 4 years of personal lines experience and EPIC brokerage software preferred

Experience in the High Net worth space considered an asset

Level 2 General Insurance license strongly preferred

Completed or working towards C.I.P. or C.A.I.B. designation

Superb interpersonal skills and attention to detail

Ability to be a self starter with strong written and oral communication skills as well as organizational skills

Advanced skills in Outlook, Excel, Word