Commercial Insurance Account Executive - Construction & Energy

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

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.