Job Description

Client Service Manager, Commerical P&C Insurance - Ottawa

Position Summary: The primary purpose of this position is to support the Client Executive to manage a book of Commercial P&C Insurance business by developing and maintaining excellent client relationships, with a focus on maximizing retention. In addition, the Client Service Manager will receive a book of Commercial P&C Insurance clients to grow and retain.

Duties and Responsibilities:

  • Proactively manages a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverage’s and/or solutions.  Where necessary, develops account strategies, presentations and other forms of communication with client.
  • Ensures maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
  • Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Ensures growth in the book of business.
  • Identifies needs of prospective clients through research and involvement with relevant resources, utilizes division and corporate resources when possible.
  • Places new business as well as renewals and endorsements in a timely and efficient manner.
  • Reviews policy wordings and other documentation for accuracy and completeness;
  • Participates in industry functions and targeted public relations activities;
  • Maintains extensive market relationships;
  • Oversees the preparation of underwriting submissions, maintains appropriate documentation for various accounts and/or correspondence;
  • Maintains expiry lists, records, and policy files to ensure that they are organized and up to date;
  • Requests and follows up with insurers for outstanding information, endorsements or policy documentation;
  • Creates abeyances and follows up for outstanding items from underwriters, marketers and clients;
  • Establishes appropriate procedures for claims administration and loss prevention activity;
  • Monitors and follows up on outstanding client receivables;
  • Works with Accounting to resolve accounting discrepancies and related issues;
  • Follows policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
  • Other miscellaneous duties and special projects as required.



Position Requirements:

  • University degree (typically in business or finance) or equivalent work experience.
  • At least 5 years of insurance brokerage experience.
  • AMF licensed.
  • Sales oriented.
  • Professional designation preferred.
  • Ability to work well independently, as part of a team and with others throughout the organization.
  • Good project management and presentation skills.
  • Good knowledge of Microsoft Word, Outlook, Excel.
  • Effective time management / organizational skills.
  • Customer focused and service oriented.
  • Detail oriented.


Reports to: Team Leader

Accommodations are available on request for any candidates that require an accommodation due to a disability or a medical need.  Please contact us at 416-599-4700 or by email at to discuss specific accommodations.

Job Title:
Client Services Manager – Ottawa
Montreal, Quebec
Job ID:
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