Sr. Account Manager, Commercial Lines

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

Senior Account Manager, Commercial Lines

Job Overview

We are currently looking for a Senior Account Manager 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

• Maintaining maximum retention of existing book by providing exceptional client service;
• Organizing and attending internal renewal strategy meetings;
• Attending external client meetings as required;
• Responding promptly to client emails and telephone calls;
• Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
• Maintaining monthly expiry lists including following up on project expiries;
• Monitoring abeyances for outstanding information;
• Updating spreadsheets such as Statement of Values and Contractors Equipment;
• Writing correspondence and sending documents to clients (using company templates);
• Liaising with marketing on placements, renewals and midterm policy changes;
• Handling complete brokering process on small mid-size policies within the book;
• Reviewing of leases and contract documents and providing coverage advice to clients;
• Providing bid costing for clients prior to tender closings and recommending appropriate coverage;
• Completing certificate requests;
• Recommending additional coverage to clients (using coverage checklist);
• Quoting and issuing premium finance contracts as requested;
• Following up on accounts receivable;
• Following corporate policies and procedures;
• Maintaining 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 Commercial insurance experience, preferably with a strong background in Construction, contractors and developers.
• Strong understanding of construction-related insurance requirements, including Builders Risk, Wrap-Up Liability, CCDC contractors and subcontractor insurance requirements.
• 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.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance