Commercial Account Manager

Wilson Insurance Ltd; Fredericton; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A leading insurance brokerage in Atlantic Canada is seeking a Commercial Lines Account Manager to join their growing team. This hybrid role involves managing client relationships, addressing coverage inquiries, and providing exceptional service. Ideal candidates will have relevant education, client service experience, and strong communication skills. Join a collaborative environment that values excellence and offers a comprehensive benefits package.

Benefits

Comprehensive benefits package

Hybrid work environment

Qualifications

• 1-3 years experience in Small Commercial, 5+ years in Large Commercial.
• Strong verbal/written communication and interpersonal skills.

Responsibilities

• Act as the day-to-day liaison between insurance company and clients.
• Respond to coverage inquiries and manage client accounts.

Skills

Client service

Communication

Analytical skills

Organizational skills

Time management

Education

Bachelor's degree in Business

CAIB

CIP

RIBO

Tools

MS365

Applied EPIC

Job description

WE ARE EXCITED TO SHARE THAT WE ARE GROWING!! This position is a hybrid position located in either Fredericton or Moncton, NB.

Wilson Insurance Ltd. is a work environment based on fostering a culture of excellence, collaboration, and continuous improvement to ensure the delivery of exceptional client experiences.

If you are passionate about building client relationships, have a great attitude and thrive in a fast-paced team environment…. you are the person we are looking for to join our Commercial Client Service team!

The Commercial Lines Account Manager (AM) is the day-to-day liaison between the insurance company and clients. This includes responding to and requesting changes from our insurance partners to meet our clients’ needs, addressing various coverage inquiries, reporting claims, and handling inside service work associated with clients’ accounts.

This role involves significant priority management, collaboration, teamwork, adaptability, excellent attention to detail, and the ability to clearly communicate and document files. The AM is also innovative, and solutions while providing excellent service when dealing with both internal and external clients.

The ideal candidate for this position will possess the following:

·Bachelor's degree in a Business, or related field or college diploma in insurance brokerage ( ie. CAIB, CIP or RIBO) is preferred. A combination of education, skills and experience will be considered.

·Level 2 Agent License or working toward.

·Broker/Insurance Industry experience: 1-3 years required for Small Commercial, and 5+ years required for Large Commercial.

·Client service experience: 1-3 years required for Small Commercial, and 5+ years required for Large Commercial

·Experience in the construction, real estate, manufacturing and/or technology classes of business

·Must have strong verbal/written communication and interpersonal skills.

·Strong analytical, organizational and time management skills

·Strong experience using word processing and office productivity suites like MS365.

·Experience using Applied EPIC is considered an asset.

·A self-starter and takes initiative.

·Bilingualism is an asset.

Working Conditions

·Some travel may be required.

·Conducting presentations and meetings is required.(in person / virtual and formal and informal)

·Some overtime is expected due to the nature of the role. Regular office hours are 8am to 4:30 PM AST.

·Remote/Hybrid work environment availability. Participation in regular in office environment required.

Work Location

·Fredericton or Moncton, in-office.

·Hybrid option within 12 months of employment.

Wilson Insurance offers a comprehensive benefits package and a great team environment.

For more information about Wilson Insurance, one of Atlantic Canada’s largest independent brokers, visit us at www.wilsoninsurance.ca.

If the position feels like it is the right fit for you, please submit your resume and cover letter via Indeed at https://ca.indeed.com/cmp/Wilson-Insurance-Ltd./jobs no later than May 23, 2025.

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.