Commercial Account Executive

Wilson M. Beck Insurance Alberta; Calgary; On-site; CAD 75,000 - 110,000; Full time

Job summary

Wilson M. Beck Insurance Alberta in Calgary seeks a Commercial Account Executive to join our team.

You will collaborate with Account Producers and Marketers to assess client needs and recommend solutions regarding placement, terms and policy conditions. The role emphasizes client service, timely responses, renewals, and teamwork in a fast-paced environment across construction, hospitality, real estate, and oil & gas sectors.

Qualifications

• Level 2 Insurance License.
• Minimum of 5 years account management experience with commercial lines knowledge.
• Desirable construction insurance knowledge and professional designations (CAIB/CIP/FCIP/CRM).
• Strong communication and organizational skills; able to work in a team.

Responsibilities

• Maintain maximum retention of an existing book of business by providing exceptional client service.
• Attend external client meetings as required.
• Respond promptly to client emails and telephone calls.
• Prepare all client services documents with the support team (renewal summaries, proposals, submissions).
• Maintain monthly expiry lists and follow up on project expiries.
• Monitor abeyances for outstanding information.
• Update spreadsheets such as values statements and equipment schedules.
• Write correspondence and send documents to clients using templates.
• Liaise with placement team on placements, renewals and midterm policy changes.
• Handle complete broking process on small mid-size policies.
• Review leases and contracts and provide coverage advice.
• Provide bid costing for clients before tenders and recommend coverage.
• Complete certificate requests with the support team.
• Recommend additional coverage using coverage checklists.
• Quote and issue premium finance contracts as requested.
• Attend internal renewal strategy meetings.
• Adhere to corporate policies and procedures.
• Maintain continuing education credits for licensing.
• Other duties and projects as required.

Skills

Account management

Client service

Verbal & written communication

Multitasking in fast-paced environment

Team collaboration

Education

CAIB

CIP

FCIP

CRM designation

Tools

Applied Epic

Microsoft Office Suite

Job description

We are currently looking for a Commercial Account Executive to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio has significant commission income focusing on various segments of the construction, hospitality, real estate and oil and gas/energy industry, and more.

Responsibilities

• Maintain maximum retention of an existing book of business by providing exceptional client service;
• Attend external client meetings as required;
• Respond promptly to client emails and telephone calls;
• Prepare all client services documents together with the support team (i.e. Renewal Summaries, Proposals, Underwriting Submissions);
• Maintain monthly expiry lists including following up on project expiries;
• Monitor abeyances for outstanding information;
• Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
• Write correspondence and send documents to clients (using company templates);
• Liaise with placement team (as required) on placements, renewals and midterm policy changes;
• Handle complete broking 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 appropriate coverage;
• Complete certificate requests in conjunction with the support team;
• Recommend additional coverage to clients (using coverage checklist);
• Quote and issue premium finance contracts as requested;
• Attend internal renewal strategy meetings;
• Adhere to corporate policies and procedures;
• Maintain continuing education credits for licensing;
• Other miscellaneous duties and special projects as required

Who You Are

• You have a Level 2 Insurance License.
• You have a minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail;
• You have excellent verbal and written communication skills;
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
• You have a friendly professional demeanor with a good sense of business acumen;
• You have a natural ability to thrive in a team environment and work well with others;
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history