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20 Apr 2022

Full-Time Senior Client Manager

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi Toronto, Ontario, Canada

Job Description

The Role:


The Client Executive oversees all account management activities to reach strategic client service, retention and sales objectives.  In this role you will work closely with the other members of the client service and broking teams to ensure that the needs of the clients are met or exceeded for all client deliverables.



  • Provide continuous, exceptional client service
  • Manage a book of business, with expectations to grow the book year over year
  • Provide direction and client management to both the servicing and broking teams
  • Prepare proposals and presentations of appropriate products and services, using marketing resources, practice groups and other technical specialists
  • Research and compile answers to client policy and coverage questions
  • Initiate relationships with and communicate with client decision makers and insurer personnel
  • Identify, compile and manage information regarding account renewal and cross-sell opportunities
  • Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
  • Design individual prospect sales strategies and develop growth pipelines
  • Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
  • Manage all client deliverables and delivery within mandated timeframes
  • Develop program design and final proposals for clients
  • Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts
  • Assist in the preparation of client submissions
  • Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
  • Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation
  • Accountable for Monthly Accounts Receivable review/collection
  • Maintain accurate client data base and sales pipeline


The Requirements:


  • 10+ years of commercial property and casualty experience and client management.
  • Proven insurance industry experience related to servicing middle market and large risk managed accounts
  • Commercial Lines Damage Insurance Broker license required (AMF)
  • Knowledge of Insurance and/or Brokerage business – CIP and CRM designations an asset
  • Strong technical knowledge of product area and industry
  • Ability to provide consultation and expert advice to management on risk management issues
  • Strong analytical and critical thinking skills
  • Excellent verbal and written communication skills
  • Interpersonal skills, including relationship-building skills with clients and co-workers
  • Ability to work independently and self-motivated
  • Ability to work in a team setting
  • Ability to multi-task and work in a fast paced environment
  • Strong customer service skills
  • Strong presentation skills



How to Apply

Always on the Hunt for You !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Commercial Lines. Job Types: Full-Time. Job Tags: broker, commercial, insurance, insurance jobs, and senior. Salaries: 100,000 and above.

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