Account Manager, Private Client Solutions

Job summary

Provide internal back-end support through accurate policy processing, remarketing, and renewal preparation for Account Executives. Manage carrier downloads, process endorsements, and maintain audit-ready files within the Epic system.

Job details

POSITION OVERVIEW 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 remote or 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: Sales Execution 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 renewal activities follow workflow Perform policy checks and maintain complete, audit-ready files with up-to-date data Track remarketing outcomes and contribute to retention goals Relationship Building & Networking Provide responsive support to producers and senior account managers. Foster and maintain strong relationships with high-value insurance underwriters through effective correspondence. Address internal service requests promptly and accurately. Marketing & Client Engagement Support client retention through high-quality market comparisons and renewal preparation. Administration & Technical Support Process endorsements, policy changes, cancellations, rewrites, and reinstatements accurately. Manage carrier downloads, documentation standards, and Epic workflows. Meet SLAs and productivity expectations using dashboards, activities, and suspenses. Additional duties and responsibilities may be added during the course of employment. REQUIREMENTS: Level 1 BC License Preferred – 30 days can be provided to obtain licensing Proven ability to build and maintain relationships effectively. Strong curiosity and understanding of clients' insurance needs. Ability to work collaboratively within a team as well as independently with self-motivation. Excellent verbal and written communication skills. Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines. Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support. The salary range for this role is $55,000 to $65,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered. Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com

What you’ll do

Provide internal back-end support through accurate policy processing, remarketing, and renewal preparation for Account Executives. Manage carrier downloads, process endorsements, and maintain audit-ready files within the Epic system.

Requirements

Requires a Level 1 BC License (or the ability to obtain one within 30 days) and proven relationship-building skills. Candidates must demonstrate strong organizational abilities and the capacity to work both independently and collaboratively.

Listed skills

• Time management · Preferred
• Collaboration · Preferred
• Communication Skills · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Policy Processing
• Remarketing
• Renewal Preparation
• Underwriting Support
• Relationship Building
• Endorsement Processing
• Epic Workflow Management
• Coverage Analysis
• Communication Skills
• Organizational Skills
• Time Management
• Collaboration

Job areas

• Sales
• Customer Service & Support
• Administrative
• Finance & Accounting