Client Manager

October 20, 2017

Full time – 37.5 Hours / Week

General Description:

Prime Directive: “To attract and retain customers for Navigators”

  • Service personal insurance renewals, change, cancellation and claims transactions in accordance with company service/quality standards including;
  • Handle incoming/outgoing calls, emails, faxes and walk in traffic
  • Quotation skills- new business (as required), cross selling, upselling and remarketing
  • Function as first line underwriters, qualifying, maintaining and promoting sound quality business
  • Insurer portal transactions/activity
  • Accuracy and adequacy of all TAM/KEAL SIG documentation
  • Manage accounts receivables
  • Manage follow up activity
  • Maintain professional business relationships with industry partners
  • Input all information in Agency Manager System accurately and efficiently per company requirements
  • Monitor and meet personal RIBO education credit requirements
  • Coaching of Technical Assistants

Personal Characteristics:

  • Professional, ethical, friendly and courteous in all interactions with clients and co-workers
  • Committed team player capable of multitasking and adaptable to change
  • Performs well in busy operations and remains calm under pressure.
  • Strong organization and time management skills and adaptable to change
  • Excellent written and oral communication skills
  • Decision maker
  • Positive customer service and sales attitude


  • Minimum high school diploma – post secondary education an asset
  • RIBO licenced and current with continuing education requirements imposed by RIBO
  • 3-5 years personal insurance experience
  • Enrolled or working towards C.A.I.B, or C.I.P.
  • Working knowledge of Keal SIG, EPIC or TAM
  • Familiarity with MS suite of products