Client Manager, Mid-Market Commercial

Job summary

The Client Manager will manage a book of business by preparing applications and marketing strategies for new and renewal business. They are responsible for providing professional customer service and identifying growth opportunities through cross-selling and relationship management.

Job details

The Client Manager will manage a book of business by preparing applications and marketing strategies for new and renewal business. They are responsible for providing professional customer service and identifying growth opportunities through cross-selling and relationship management. Candidates must hold a valid RIBO license and possess over three years of industry experience in broking or underwriting. Strong organizational, analytical, and communication skills are required to manage complex accounts effectively.

What you’ll do

The Client Manager will manage a book of business by preparing applications and marketing strategies for new and renewal business. They are responsible for providing professional customer service and identifying growth opportunities through cross-selling and relationship management.

Requirements

Candidates must hold a valid RIBO license and possess over three years of industry experience in broking or underwriting. Strong organizational, analytical, and communication skills are required to manage complex accounts effectively.

Benefits

• Annual bonus plan
• Matching RRSP plan
• Referral commission plan
• Health care spending account
• Continuing education support
• License fee reimbursement
• Professional membership dues reimbursement

Listed skills

• Problem solving · Preferred
• Account Management · Preferred
• Risk Management · Preferred
• Decision Making · Preferred
• client relations · Preferred
• Microsoft Office · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Account management
• Client relations
• Risk management
• Insurance brokerage
• Underwriting
• Multi-line coverage
• Communication skills
• Organizational skills
• Analytical skills
• Problem-solving
• Decision-making
• Microsoft Office
• EPIC software

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership

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