Senior Commercial Lines Insurance Account Lead

Wilson M. Beck Insurance Alberta; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

Wilson M. Beck Insurance Alberta in Calgary seeks a Senior Account Manager for Commercial Lines to build strong client relationships and tailor placements, terms, and policy conditions for a diverse client base.

The role emphasizes renewal strategy, detailed documentation, and collaboration with Account Producers/Marketers. A Level 2 license and 5 years of commercial insurance experience are required, with construction experience preferred.

Qualifications

• Level 2 Insurance License required.
• Minimum 5 years commercial insurance experience.
• Construction, contractors and developers experience preferred.
• CAIB/CIP/FCIP/CRM designation is a plus.
• Proficient with MS Office and Applied Epic.
• Strong communication and organizational skills.

Responsibilities

• Maintain maximum retention of existing book by providing exceptional client service.
• Organize and attend renewal strategy meetings.
• Attend external client meetings as required.
• Respond promptly to client emails and calls.
• Prepare client service documents (renewal summaries, proposals, underwriting submissions).
• Maintain monthly expiry lists and follow up on expiries.
• Monitor abeyances for outstanding information.
• Update spreadsheets (Value statements, equipment lists).
• Send documents to clients using templates.
• Liaise with marketing on placements, renewals and midterm changes.
• Handle complete brokering process on small to mid-size policies.
• Review leases and contracts to advise on coverage.
• Provide bid costing for clients before tender closings.
• Process certificate requests.
• Recommend additional coverage with a coverage checklist.
• Quote and issue premium finance contracts.
• Follow up on accounts receivable and company policies.
• Maintain continuing education credits for licensing.
• Assist on miscellaneous duties and special projects as required.

Skills

Insurance license

Commercial insurance experience

Construction industry experience

Communication skills

Team player

Education

CAIB/CIP/FCIP/CRM designation

University/College education

Tools

Applied Epic

Microsoft Office

Job description

Wilson M. Beck Insurance Alberta in Calgary seeks a Senior Account Manager for Commercial Lines to build strong client relationships and tailor placements, terms, and policy conditions for a diverse client base.

The role emphasizes renewal strategy, detailed documentation, and collaboration with Account Producers/Marketers. A Level 2 license and 5 years of commercial insurance experience are required, with construction experience preferred.