Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.
We Listen. We Think. We Deliver.
THE ROLE
We are looking for the ideal candidate to drive growth and establish a strong presence in our Hinton location. This role offers the unique opportunity to work closely with the Managing Director, playing a pivotal part in shaping the office's direction, building local relationships, and laying the foundation for long-term success. The Insurance Advisor is responsible for overall new business production. These clientele may be principals of commercial or personal accounts or have prominent business and community affiliations. The Insurance Advisor will work alongside commercial producers to generate referrals and grow the book of business with a focus on the retention of both personal and commercial accounts
WHAT YOU’LL DO
Delivering “best in class” additional services to the same assigned group of clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal and commercial clients, and may include creating and implementing additional value-added services as appropriate;
Participation in growth initiatives on behalf of the Personal Insurance department;
Liaise with company underwriters to negotiate best terms for our clients;
Increase revenue by identifying new business opportunities and acquiring new business for the company;
Ensure that strong, long-term customer relationships are created by providing value added services;
Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
Managing Accounts Receivable of existing client base;
Working with Personal Insurance team members to provide an exceptional customer service experience;
Other duties as assigned.
WHAT WE REQUIRE
2 years of personal and commercial insurance experience strongly preferred;
Experience with EPIC brokerage software preferred;
Level 2 General Insurance license required;
Completed or working towards C.I.P. or C.A.I.B. designation;
Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).
Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
