Account Manager/Marketer, Commercial Lines

Wilson M. Beck Insurance Services; Prince George; On-site; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Company benefits program

Professional development training

On-site gym

Yoga and meditation room

Job summary

Wilson M. Beck Insurance Services in Prince George is seeking an Account Manager adept at client relationships and insurance solutions. The chosen candidate will be integral to providing exceptional service and ensuring long-term client retention.

The ideal individual has 3-5 years of experience in Commercial Lines, a Level 2 Insurance License, and excels in detail-oriented tasks within a team environment. Competitive compensation and a supportive work culture await.

Qualifications

• 3 to 5 years of Commercial Lines experience; construction experience is an asset.
• Exceptional attention to detail and organizational skills.
• Self-starter who thrives in a team environment.

Responsibilities

• Support account-management responsibilities across diverse accounts.
• Provide exceptional client service to maximize retention.
• Prepare client services documents timely and accurately.

Skills

Problem-solving skills

Attention to detail

Verbal communication skills

Written communication skills

Organizational skills

Education

Level 2 Insurance License

CAIB, CIP, FCIP or CRM designation

University/college education

Tools

Microsoft Office Suite

Applied Epic

Microsoft Excel

Job description

We are currently looking for an Account Manager to join our team in our Prince George office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem‑solving skills, and the ability to prioritize multiple tasks in a highly paced environment.

Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction‑focused brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk‑management services. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Vancouver Specialty, Burnaby, Surrey, Fraser Valley, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Calgary, & Ontario Specialty.

What You Will Do:

• Play a key role in supporting several teams with account‑management responsibilities across a diverse range of accounts.
• Aim for maximum retention of the existing book by providing exceptional client service.
• Organize and attend internal renewal strategy meetings and work on renewals 90 days prior to expiry.
• Attend external client meetings as required.
• Respond promptly to client emails and telephone calls and document all correspondence appropriately in EPIC.
• Ensure that all client services documents (Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions) are prepared and delivered in a timely fashion.
• Maintain monthly expiry lists, including follow‑up on project expiries.
• Monitor abeyances for outstanding information.
• Update spreadsheets such as Statement of Values and Contractors Equipment.
• Correspond and send documents to clients (using company templates).
• Serve as the liaison with marketing on placements, renewals, and mid‑term policy changes.
• Manage the complete brokering process on small mid‑size policies within the book.
• Review leases and contract documents, and provide coverage advice to clients.
• Provide bid‑costing for clients prior to tender closings and recommend coverage.
• Ensure that all certificate requests are completed correctly and in a timely fashion.
• Review policy documents and/or quotes, identify coverage gaps, and cross‑sell other lines of business when needed.
• Recommend additional coverage to clients (using coverage checklist).
• Use Microsoft Excel to organize and incorporate terms accurately and efficiently.
• Perform other miscellaneous duties and responsibilities as needed.

Marketing Responsibilities:

• Manage placement responsibilities across a diverse range of accounts.
• Ensure that all premium finance contracts are quoted/issued as requested by the client.
• Follow up with the producer and work with clients on accounts receivable.
• Follow corporate policies and procedures.
• Maintain education credits for licensing.
• Assist with developing innovative marketing processes for challenging placement risks.
• Provide ongoing servicing as required, negotiating mid‑term changes with insurers.
• Follow policies and procedures, including security and quality procedures, as set out and amended from time to time.
• Stay current on new products, insurance council regulations, coverage, and market trends by attending seminars and reading relevant material.
• Follow up with documentation from insurers.
• Function as the primary technical support to staff for policy coverage review and company underwriting information needs.
• Attend insurer and industry functions.
• Use Microsoft Excel to organize and incorporate terms accurately and efficiently.
• Perform other miscellaneous duties and responsibilities as needed.

Who You Are:

• Hold a Level 2 Insurance License.
• Have 3 to 5 years of Commercial Lines experience; construction experience is an asset.
• Possess a CAIB, CIP, FCIP or CRM designation, or university/college education is considered an asset.
• Be a self‑starter, highly organized, with exceptional attention to detail.
• Have excellent verbal and written communication skills.
• Have intermediate computer skills, including Microsoft Office Suite and Applied Epic.
• Display a friendly, professional demeanor with strong business acumen.
• Thrive in a team environment and work well with others.
• Be driven to success and able to represent the brand and yourself cohesively and confidentially.
• Possess excellent organizational skills.
• Be comfortable multi‑tasking and prioritizing tasks without guidance.
• Maintain punctuality with a strong attendance history.

Compensation and Benefits:

• Salary range: CA$70,000 – CA$85,000 annually, depending on skills, experience, and business line.
• Company benefits program.

What We Offer:

• Competitive salary and benefits programs.
• Professional development training and courses.
• A collaborative work environment.
• A newly renovated office.
• On‑site gym.
• Yoga and meditation room.
• Resources and services to encourage and support staff health and wellness.

We encourage applications from all qualified candidates.