WHAT WE OFFER:Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & DesignationsA volunteer day to make a difference and give back to your communityVary days – including a day off for your birthday
POSITION OVERVIEWWhitley Newman Insurance & Financial Services is hiring for an experienced Account Manager, Commercial Lines who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be 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. Remote work set up is available for this position.
RESPONSIBILITIESResponsible for managing a renewal book of businessWorks closely with Producers and other Whitley staff on all aspects of client service, marketing, and renewal while adhering to Whitley’s best practices and standard procedures. Initiate Account Planning with Producer 100 days in advance of the renewalMaintain a retention rate of 95% or higher on your Book of BusinessSet clear expectation for client and business partners by providing same day response timeIn collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsManage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirementsMaintain up-to-date EPIC workflow documentation and ensures workflows are followedEnsure accurate and timely servicing and billing of accountsParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other Whitley departments and offices
REQUIREMENTSMinimum 5 years of commercial insurance experience requiredR.I.B.O. license requiredC.I.P. or C.A.I.B. designation(s) preferredClient development/relationship management experienceSolid understanding of policy wordings/coveragesAbility to mentor others and proven negotiation skillsStrong attention to detail, time management, problem solving and analytical skillsAbility to be a self starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPIC
Navacord is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WE OFFER:
Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & Designations100% tuition re-imbursement for business relevant courses and trainingA volunteer day to make a difference and give back to your communityVary days – including a day off for your birthday
POSITION OVERVIEW:
Reporting to the President the Human Resources Generalist acts as a resource to all employees in all areas of Human Resources and administration support. The HR Generalist is responsible for the day-to-day execution and implementation of HR programs and initiatives ensuring compliance to legislation and company policies with a result of positively impacting the business and its employees. A modern HR practitioner who is comfortable asking why, producing solutions and embarking on new directions or ideas. This is a hybrid remote work opportunity (minimum four days in office) that offers competitive benefits along with the opportunity to work with a growing company.
RESPONSIBILITIES:Provide HR support and advice to management and employees to ensure the fair and equitable application of Human Resources policies and procedures, assist with general inquiriesFoster positive employee relations and effectively manage employee relations issues, coach and counsel both management and employees on conflict resolution, disciplinary action and other employee relations issues.Work with Leaders to prepare corrective action letters as necessary and support the annual performance management process for all employees Assist in the implementation and communication/training of all HR policies and procedures In conjunction with Senior TA Specialist provide recruitment administrative support such as coordination of interviews, reference checks and collection of background checks. Coordinate Employee onboarding administrative activities including: IT Equipment ordering, ADP updates, coordination with management team, training schedules, business card orders, and benefits enrollment. Host new hire employee orientations, create welcome packages, and ensure all online onboarding, paperwork and training is completed. Facilitate all Employee offboarding activities including: Resignation summaries, IT Coordination, Exit Surveys, and Companywide Communications Participate in various Human Resources initiatives and projects in support of Company goals In partnership with the HR Manager, support the leave of absence and return to work process including follow-ups, documentation and sharing information with managers and payroll.Prepare any applicable documentation including Compensation Changes, RIBO Employment Confirmation Letters, and LTD Correspondence. As necessary, organize various employee communication delivery including company-wide correspondence, policy rollout, follow-up for feedback, and support various ad hoc HR projects currently in progress. Conduct 1-week, 3-month, 6-month and 1-year touch bases with new hires to ensure smooth onboarding and gather feedback on training procedures. Support the President to coordinate logistics of executive team programs including meetings, seminars, workshops, special projects, and events. Duties include but are not limited to reception, arranging travel plans, meeting minute-taking and distribution, scheduling appointments and drafting both internal and external correspondence. Perform all other duties assignedFlexibility to work out of various branch locations as required.
REQUIREMENTS:
University degree or equivalent, preferably in Human Resources Management or related field requiredMinimum of 3+ years of HR Generalist experience, in Insurance would be an assetWorking towards obtaining CHRP designationKnowledge of ESA, Human Rights Code, OHSA , and other related legislation pertaining to workplace Human Resources requiredStrong written and verbal communication as well as interpersonal skillsDemonstrated professional standards regarding customer service, ethics and confidentialityFlexibility with ability to adapt, respond quickly and manage change in an evolving organizationSelf starter with the demonstrated ability to work with minimal supervision and takes initiative to achieve resultsHands-on, willing attitude, dedicated, energetic, strong organization and Project Management skills
Navacord, and all our Broker Partners are 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
Job DescriptionWHAT WE OFFER:Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & DesignationsA volunteer day to make a difference and give back to your communityVary days – including a day off for your birthday
POSITION OVERVIEWWhitley Newman Insurance & Financial Services is hiring for an experienced Account Manager, Commercial Lines who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be 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. Remote work set up is available for this position.
RESPONSIBILITIESResponsible for managing a renewal book of businessWorks closely with Producers and other Whitley staff on all aspects of client service, marketing, and renewal while adhering to Whitley’s best practices and standard procedures. Initiate Account Planning with Producer 100 days in advance of the renewalMaintain a retention rate of 95% or higher on your Book of BusinessSet clear expectation for client and business partners by providing same day response timeIn collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsManage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirementsMaintain up-to-date EPIC workflow documentation and ensures workflows are followedEnsure accurate and timely servicing and billing of accountsParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other Whitley departments and offices
REQUIREMENTSMinimum 5 years of commercial insurance experience requiredR.I.B.O. license requiredC.I.P. or C.A.I.B. designation(s) preferredClient development/relationship management experienceSolid understanding of policy wordings/coveragesAbility to mentor others and proven negotiation skillsStrong attention to detail, time management, problem solving and analytical skillsAbility to be a self starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPIC
Navacord is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
Job DescriptionWE OFFER:
Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & Designations100% tuition re-imbursement for business relevant courses and trainingA volunteer day to make a difference and give back to your communityVary days – including a day off for your birthday
POSITION OVERVIEW:
Reporting to the President the Human Resources Generalist acts as a resource to all employees in all areas of Human Resources and administration support. The HR Generalist is responsible for the day-to-day execution and implementation of HR programs and initiatives ensuring compliance to legislation and company policies with a result of positively impacting the business and its employees. A modern HR practitioner who is comfortable asking why, producing solutions and embarking on new directions or ideas. This is a hybrid remote work opportunity (minimum four days in office) that offers competitive benefits along with the opportunity to work with a growing company.
RESPONSIBILITIES:Provide HR support and advice to management and employees to ensure the fair and equitable application of Human Resources policies and procedures, assist with general inquiriesFoster positive employee relations and effectively manage employee relations issues, coach and counsel both management and employees on conflict resolution, disciplinary action and other employee relations issues.Work with Leaders to prepare corrective action letters as necessary and support the annual performance management process for all employees Assist in the implementation and communication/training of all HR policies and procedures In conjunction with Senior TA Specialist provide recruitment administrative support such as coordination of interviews, reference checks and collection of background checks. Coordinate Employee onboarding administrative activities including: IT Equipment ordering, ADP updates, coordination with management team, training schedules, business card orders, and benefits enrollment. Host new hire employee orientations, create welcome packages, and ensure all online onboarding, paperwork and training is completed. Facilitate all Employee offboarding activities including: Resignation summaries, IT Coordination, Exit Surveys, and Companywide Communications Participate in various Human Resources initiatives and projects in support of Company goals In partnership with the HR Manager, support the leave of absence and return to work process including follow-ups, documentation and sharing information with managers and payroll.Prepare any applicable documentation including Compensation Changes, RIBO Employment Confirmation Letters, and LTD Correspondence. As necessary, organize various employee communication delivery including company-wide correspondence, policy rollout, follow-up for feedback, and support various ad hoc HR projects currently in progress. Conduct 1-week, 3-month, 6-month and 1-year touch bases with new hires to ensure smooth onboarding and gather feedback on training procedures. Support the President to coordinate logistics of executive team programs including meetings, seminars, workshops, special projects, and events. Duties include but are not limited to reception, arranging travel plans, meeting minute-taking and distribution, scheduling appointments and drafting both internal and external correspondence. Perform all other duties assignedFlexibility to work out of various branch locations as required.
REQUIREMENTS:
University degree or equivalent, preferably in Human Resources Management or related field requiredMinimum of 3+ years of HR Generalist experience, in Insurance would be an assetWorking towards obtaining CHRP designationKnowledge of ESA, Human Rights Code, OHSA , and other related legislation pertaining to workplace Human Resources requiredStrong written and verbal communication as well as interpersonal skillsDemonstrated professional standards regarding customer service, ethics and confidentialityFlexibility with ability to adapt, respond quickly and manage change in an evolving organizationSelf starter with the demonstrated ability to work with minimal supervision and takes initiative to achieve resultsHands-on, willing attitude, dedicated, energetic, strong organization and Project Management skills
Navacord, and all our Broker Partners are 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
