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Added 11 mins ago
D
Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 11 mins ago
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Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and…
Added 25 mins ago
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Client Services Director
MNP
Toronto, ON
- Full-time
Make an impact with our Digital team as a Client Services Director. The successful candidate will drive business growth across a portfolio of strategic client accounts. Acting as a trusted…
Added 55 mins ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Position AIP's alternative investment strategies within client portfolios, with particular emphasis on convertible private debt, private credit and pre-IPO/private-company exposure.
Added 1 hour ago
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Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
ADP
Montreal, QC
- Full-time
Added 1 hour ago
MI
Salesforce Business Analyst (Financial Services Cloud)
Maarut Inc
Montreal, QC
- Contract
Wealth management context (360° client view, advisor experience)
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rouyn-Noranda, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
IF
Sales Representative
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
…products; Develop a business and marketing strategy to grow your client base; Establish and define your clients' protection and savings needs; Contribute to the achievement of their…
Added 2 hours ago
IF
Business Development - Financial Security Advisor
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
To become a Financial Security Advisor, you must first possess an entrepreneurial spirit, strong mental agility, and be ready to commit 100% to this new career. Your challenge will be to…
Added 2 hours ago
J
Sales Advisor (Internal - B2B)
JobsMedia.io
Mascouche, QC
- Full-time
💼 Sales Advisor – Launch your career in style!
Added 2 hours ago
C
Senior Presales Engineer
ChapsVision
Montreal, QC
- Full-time
…de données, de la consultation technique et de la stratégie client. Vous travaillerez en étroite collaboration avec les équipes des ventes et du produit ainsi qu’avec des clients potentiels…
Added 3 hours ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Financial Planning Advisor or Senior
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Added 4 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 4 hours ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 5 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
…advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new…
Added 5 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Demonstrates digital banking tools and educational resources to enhance client engagement, enable product adoption, and create memorable service experiences.
Added 5 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 7 hours ago
J
Business Advisor – Learning & Development
Jobgether
Canada
- Part-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Business Advisor – Learning & Development based in Canada.
Added 7 hours ago
AS
Client Advisor (Seasonal) (Part-Time)
Acne Studios
Toronto, ON
- Part-time
We are looking for a part-time Seasonal Part-Time Client Advisor for our Yorkdale store. As Seasonal Part-Time Client Advisor at Acne Studios you will work collaboratively with your team to…

Navacord

Client Manager, Commercial Insurance

Edmonton, AB, Canada
Calgary, AB, Canada

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Job details

Posting language: English
Posted: Oct 15, 2026

Original job description

Navacord is 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 across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

THE ROLE

The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

As a Client Manager, you are an Operator, patient, conscientious, relaxed, and cooperative team worker. You are;

Affable, approachable, accommodating, and detail-oriented
Highly tolerant for systematic work
Respectful and accepting of others’ decisions.

WHAT YOU’LL DO:

Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
Actively engaged in supporting the growth of the company;
A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;
Delegate, develop, and coach the team to ensure timelines are being met;
Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;
Ensure EPIC workflows are followed including maintaining and updating custom forms;
Ensure accurate and timely servicing and billing of accounts; and
Other duties as required.

WHAT WE REQUIRE:

Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
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).

Navacord 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.

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More about this job

Responsibilities

The Client Manager is responsible for managing a book of business, servicing clients, and assisting producers in expanding business. They also oversee and mentor account staff while ensuring accurate billing and adherence to EPIC workflows.

Requirements

Candidates must have a Level II insurance license and demonstrated expertise in commercial insurance policy wordings and coverages. Strong mentorship skills, business acumen, and proficiency in Microsoft Office and Broker Management Systems are required.

Skills

Commercial insurance
Risk management
Mentorship
Client relations
Policy wordings
Business acumen
Problem solving
Critical thinking
Decision making
Teamwork
Communication
Innovation
Adaptability
Microsoft Office Suite
EPIC
Negotiation

Visa sponsorship

Not detected in the job text

Keywords

Commercial Insurance
Risk Management
Client Management
Account Management
Mentorship
Policy Wordings
CIP
CRM
CAIB
EPIC
Broker Management Systems
Business Acumen
Customer Service
Insurance
Team Leadership
Negotiation
Risk Analysis
Administrative Duties
Diversity and Inclusion
Professional Development

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