About the role
THE ROLE
The Client 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 Client 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.
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 Client Managers, Client Associates, and Client Coordinators 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.
About Navacord
Shaping the Future of the Broker Distribution Channel
Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities.
Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive.
Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.
About the role
THE ROLE
The Client 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 Client 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.
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 Client Managers, Client Associates, and Client Coordinators 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.
About Navacord
Shaping the Future of the Broker Distribution Channel
Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities.
Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive.
Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.