Job Postings
Senior Client Manager, Commercial Insurance
at
Jones DesLauriers
Senior Client Manager, Commercial Insurance
  • Company
    Jones DesLauriers
  • Location
    Mississauga, Ontario, Canada
  • Type
    Full-time
  • Date Posted
    January 4, 2025
**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 reimbursement 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 DesLauriers is hiring for an experienced Senior Client Manager who is a knowledgeable expert advisor in commercial 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:**
- Manage a renewal book of business
- Work 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 of 95% or higher on your Book of Business
- Set clear expectations for clients and business partners by providing same-day response time
- Coordinate and support plans in collaboration with Producers, discuss arising issues, and create comprehensive plans for existing clients
- Develop new business from existing accounts and assigned leads, contributing to departmental production goals
- Identify and follow up on cross-selling opportunities when appropriate
- Prepare proposals for prospect and stewardship reviews for existing clients
- Manage account documentation (routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience, and analyze risk to determine product/service requirements
- Maintain up-to-date EPIC workflow documentation and ensure workflows are followed
- Ensure accurate and timely servicing and billing of accounts
- Participate actively in cross-sell campaigns and other initiatives as required
- Develop an increased knowledge of related insurance products and client needs
- 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, and other JDIMI departments and offices
- Other duties as assigned

**REQUIREMENTS:**
- Minimum 10 years of commercial transportation 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 demonstrated negotiation skills
- Strong attention to detail, time management, problem-solving, and analytical skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word, and EPIC

Jones DesLauriers is actively committed to supporting diversity, equity, and inclusion. We serve, recognize, and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.