Posted 23 days ago
Account Manager, Private Client Solutions
@ Navacord
Overview
Navacord is hiring an Account Manager for its Private Client Solutions group to service high-net-worth clients, handling account documentation, renewals and billing while supporting advisors on retention and growth. The role requires 2 to 4 years of personal lines experience and advanced Outlook, Excel and Word skills, with EPIC software and a general insurance licence preferred.
Responsibilities:
- Service a group of high-net-worth clients and deliver above-and-beyond services
- Manage account documentation, quotes, endorsements and cancellations
- Liaise with underwriters to negotiate best terms
- Ensure accurate and timely servicing and billing of accounts
- Support advisors on retention and growth initiatives
Requirements summary:
- 2 to 4 years of personal lines experience, EPIC preferred
- Level 2 General Insurance licence strongly preferred
- Completed or working towards CIP or CAIB designation
- Superb interpersonal skills and attention to detail
- Advanced Outlook, Excel and Word skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-10-14
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 2+ years |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIP |
| Encouraged to apply | Indigenous peoples, Women, Racialized people, People with disabilities, 2SLGBTQ+ |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Navacord
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Local Touch. National Strength.
Full company description
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive. Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.
- LinkedIn followers
- 53,019
- People associated on LinkedIn
- 795
- Reported office locations
- Toronto, Ontario, CA
- Business categories
- Employee Benefits
- Consulting
- Risk Management
- InsurTech
- Insurance
- Other recorded names
- Navacord
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,380,304,968
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Organization type | Privately Held |
| Open jobs on Jobsy | 15 |
| View page |
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 Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Navacord's commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts.
WHAT YOU’LL DO:
- Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
- Participation in growth initiatives on behalf of the PCS department;
- Liaise with company underwriters to negotiate best terms for PCS clients when required;
- 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;
- Assisting Advisors with Accounts Receivable of existing client base;
- Working with PCS team members to provide an exceptional customer service experience;
- Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Navacord’s best practices and standard procedures
- Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation
- Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required
- Ensure EPIC workflows are followed including maintaining and updating custom forms
- Ensure accurate and timely servicing and billing of accounts
- Participate in training and professional development courses to enhance skills and industry knowledge
- Other duties as required
WHAT WE REQUIRE:
- 2 to 4 years of personal lines experience and EPIC brokerage software preferred
- Experience in the High Net worth space considered an asset
- Level 2 General Insurance license strongly preferred
- Completed or working towards C.I.P. or C.A.I.B. designation
- Superb interpersonal skills and attention to detail
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word
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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