Account Manager

  • ClassificationBrokering
  • Salary
  • Work typeFull-time
  • LocationCanada
  • Posted on17 Jul 2017
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  • Maintains and services accounts, ensuring client needs are met by reviewing cover needs, answering inquiries, and co-ordinating the efforts of appropriate JLT staff.
  • Drafts proposals for new and renewal business, and obtains renewal information from Brokers and clients.
  • Produces and is responsible for direct client correspondence including enclosure letters and clarification letters.
  • Maintains a high level and technical relationship with clients.
  • Directs client or account queries where appropriate to ensure timely issuance of documentation and proper client servicing.
  • May obtain order from the client and arrange premium payment and/or financing within corporate guidelines.
  • On new business, bind coverage to insurer and bind coverage to client.
  • Provides information and advice to the Broking team for the preparation of submissions. May review submissions with Broking team if required.
  • Fields telephone calls from clients and underwriters, answers questions and responds to requests.
  • Occasionally issues Binders policies, invoices, and certificates of insurance as required.
  • Checks policies and examines wordings for thoroughness and accuracy as required. Notes and fixes errors.
  • Ensures all client documentation and communications (i.e. records of phone conversations with clients, pertinent e-mails, etc.) is saved correctly in Broker Management System and/or the shared drive.
  • Creates and follows up on abeyances for outstanding items from underwriters, marketers, and clients.
  • Ensures professional competence and keeps abreast of changes within the industry by maintaining internal and external contacts, attending relevant seminars, and reviewing written industry material.
  • Organizes and maintains files ensuring information is up to date.
  • Assists Claims and Finance Departments in their dealings with clients as required.
  • Follows JLT policies and procedures, including security and compliance procedures, as set out on the Company Intranet and as amended from time to time.
  • Other miscellaneous duties and special projects as required, such as contract reviews and assisting with due diligence in mergers and acquisitions and client audits.






  • Insurance designation (CAIB, CIP, FCIP, CRM, etc.) preferred.

  • Minimum 2-4 years of insurance industry experience preferred.

  • Broad knowledge of all classes of insurance and developing detailed knowledge of one or more specialty classes.

  • Superior written and verbal communication skills.

  • Sales and negotiation skills preferred.

  • Established industry specialties and/or networks for new business development.

  • Established understanding and comfort level in dealing directly with clients, underwriters.

  • Ability to prioritize tasks and handle multiple files simultaneously.

  • Proficiency in MS Office, Excel, TAM and EPIC.

  • Mathematically oriented, with analytical training.

  • Strong attention to detail.

  • Team player with a collaborative spirit.


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