Waypoint

Account Manager, Private Client Solutions

📍 , bc, canada, bc, Canada ⏰ Full-time

Description

The Private Client Solutions Account Manager provides high-quality internal support through accurate policy processing, efficient remarketing, and thorough renewal preparation. This role focuses on back-end service work rather than direct client communication, ensuring that Account Executives have complete, accurate, and timely information to serve clients effectively.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management.

RESPONSIBILITIES

  • Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies.
  • Prepare accurate quote packages, renewal comparisons, and coverage analyses.
  • Support submissions by gathering underwriting details and required documents.

Account Management & Reporting

  • Complete remarketing submissions and review renewal terms, ensuring all Epic rene...
Apply Now