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Commercial Account Manager

InsuranceWorks.ca

Calgary

Hybrid

CAD 70,000 - 90,000

Full time

30+ days ago

Job summary

A reputable insurance brokerage in Alberta is seeking a Commercial Account Manager to support a diverse portfolio of commercial clients. With a focus on exceptional client service, the role includes preparing quotes, managing documentation, and liaising with insurers. The successful candidate will bring significant experience in commercial insurance and contribute to a dynamic team culture that promotes career growth.

Benefits

Competitive compensation with performance-based bonuses
Hybrid work environment with flexible arrangements
Comprehensive health and dental benefits
Personal spending account for wellness and lifestyle
RRSP matching and Employee Share Purchase Plan
Paid personal days and volunteer time

Qualifications

  • Minimum 5 years of commercial insurance experience in property, casualty, and auto lines.
  • Strong customer service focus, professional, solution-oriented mindset.
  • Proven ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Provide service and support for a portfolio of commercial clients.
  • Assist in preparing quotes, proposals, renewals, and endorsements.
  • Liaise with insurers to negotiate favorable terms on behalf of clients.

Skills

Customer Service
Organizational Skills
Communication
Interpersonal Skills

Education

Level 2 General Insurance License (Alberta)

Tools

EPIC or similar broker management systems

Job description

The Opportunity
A reputable and collaborative insurance brokerage is looking to add a Commercial Account Manager to their Alberta team. This position offers the opportunity to partner directly with a highly experienced and well-respected Commercial Account Executive who has been with the firm for over two decades. The role has opened due to the internal promotion of the previous account manager into a leadership position—a reflection of the company's strong culture of career growth and development.

The successful candidate will play a vital role in delivering exceptional client service, supporting a wide variety of commercial insurance needs, and helping to maintain strong client and market relationships.

What You’ll Do

Provide day-to-day service and support for a portfolio of commercial clients in collaboration with the Account Executive

Assist in preparing quotes, proposals, renewals, and endorsements

Review coverage options, assess client needs, and help maintain up-to-date client information and files

Liaise with insurers to negotiate renewals, endorsements, and favorable terms on behalf of clients

Prepare and manage all required documentation including applications, certificates, invoices, and claims follow-up

Ensure timely and professional communication with clients, underwriters, and adjusters

Stay current on market trends, insurer products, and industry best practices

What You Bring

Minimum 5 years of commercial insurance experience, ideally in property, casualty, and auto lines

Valid Level 2 General Insurance License (Alberta)

A strong customer service focus and a professional, solution-oriented mindset

Proven ability to manage multiple priorities in a fast-paced environment

Excellent organizational, communication, and interpersonal skills

Experience working with EPIC or similar broker management systems is an asset

What’s Offered

Competitive compensation with performance-based bonus opportunities

Hybrid work environment with flexible work arrangements

Comprehensive health and dental benefits

Personal spending account to support wellness and lifestyle choices

RRSP matching and Employee Share Purchase Plan

Paid personal days and volunteer time

A team culture that values professionalism, collaboration, and career progression

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