Account Manager, Commercial Insurance

Waypoint; Kelowna; On-site; CAD 65,000 - 85,000; Full time

Job summary

Navacord is seeking an Account Manager in Commercial Insurance to deliver exceptional service to clients and support risk advisors in growing relationships. You will manage policy changes, endorsements, and inquiries, while maintaining accurate documentation and timely communications.

Ideal candidates have a Level 2 BC Insurance License, 5+ years of experience, and proven ability to build strong client relationships with internal teams and insurers.

Qualifications

• Level 2 BC Insurance License is required.
• Minimum 5 years of Account Manager experience in Commercial Insurance.
• Excellent written and verbal communication and relationship skills.

Responsibilities

• Provide day-to-day client service and policy changes with accuracy.
• Coordinate with Risk Advisor and internal teams to meet deadlines.
• Prepare proposals, certificates, and risk summaries for clients.

Skills

Account management

Commercial Insurance

Client relationships

Communication

Organization

Education

Level 2 BC Insurance License

Tools

EPIC

Microsoft Office

Job description

The Account Manager, Commercial Insurance plays a pivotal role in delivering exceptional service to Navacord’s commercial clients. This role is responsible for managing day-to-day client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key contributor to client retention and satisfaction, leveraging strong communication, technical knowledge, and organizational skills to deliver timely and accurate insurance solutions.

RESPONSIBILITIES:

Client Support & Internal Communication

• Assist with day-to-day client service needs, including policy changes, endorsements, certificates, and inquiries.
• Respond to client emails and calls promptly and professionally.
• Maintain strong, supportive relationships with clients, insurers, and internal teams.
• Participate in regular check-ins with Risk Advisor to review current workload, clarify expectations, and assist in prioritizing tasks to ensure deadlines and service standards are met.
• Collaborate with internal departments (administration, claims, underwriting, finance).
• Act as a liaison between clients and insurers to ensure clear communication and resolution of issues.

Policy Administration

• Work under the guidance of a Risk Advisor to review renewal lists to ensure timely completion of renewals.
• Track renewal timelines and follow up on outstanding documentation or action.
• Ensure all policy changes, endorsements, certificates, and documents are issued accurately and promptly.
• Prepare insurance documents such as proposals, submissions, binders, certificates, statement of values and property schedules.
• Review policy documents and endorsements from insurers for accuracy.
• Support the Risk Advisor in identifying coverage gaps and recommending appropriate solutions.

Learning & Development

• Participate in training programs to develop technical knowledge of commercial insurance products.
• Build familiarity with markets, coverages, underwriting requirements, and brokerage systems.
• Grow into more complex account servicing responsibilities over time.

Strategic Client Management

• Support the Risk Advisor in developing and executing client service plans.
• Assist in identifying opportunities for account rounding and cross-selling.
• Contribute to client retention strategies by ensuring consistent and proactive service delivery.

Compliance and Documentation

• Ensure proper documentation is maintained in the management system (Epic).
• Adhere to brokerage procedures and E&O best practices.
• Maintain confidentiality and regulatory compliance.
• Assist in gathering underwriting information and preparing risk summaries.

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

• Level 2 BC Insurance License.
• 5+ years of Account Manager experience in Commercial Insurance.
• Refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by a commitment to delivering exceptional experiences.
• Excellent written and verbal communication skills, ensuring interactions are clear and concise.
• Proficient in working within a team environment and managing diverse tasks.
• Strong organizational skills, attention to detail, and ability to manage workload effectively.
• Prior experience in Commercial Insurance or related fields is an asset.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and brokerage management systems such as EPIC.

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 $65,000 to $85,000 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.