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 Lloyd Sadd 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 Lloyd Sadd'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