Sr. Commercial Account Manager

ZipRecruiter; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Senior Commercial Account Manager for their Calgary office. This role involves collaborating with account producers to meet client needs and providing exceptional service across various industries. The ideal candidate will have a strong background in commercial lines and excellent communication skills. The position offers a collaborative work environment and opportunities for professional development.

Benefits

Competitive salary and benefits programs

Professional development training/courses

Collaborative work environment

Complimentary parking

Positive and supportive setting

Advancement opportunities

Qualifications

• Minimum of 5 years of Commercial Lines experience.
• Self-starter with exceptional attention to detail.
• Intermediate computer skills required.

Responsibilities

• Maintain maximum retention of existing book by providing exceptional client service.
• Organize and attend internal renewal strategy meetings.
• Prepare all client services documents.

Skills

Problem Solving

Communication

Organization

Attention to Detail

Education

Level 2 insurance license

CAIB

CIP

FCIP

CRM designation

Tools

Microsoft Office

The Agency Manager

Applied Epic

Job description

Job Description

Sr. Commercial Account Manager

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.

We Care. We Help.

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

• Minimum of 5 years of Commercial Lines experience; construction experience is an asset.
• Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation is considered an asset.
• Self-starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines.
• Excellent verbal and written communication skills.
• Intermediate computer skills, including proficiency in Microsoft Office, The Agency Manager, and/or Applied Epic.
• Friendly professional demeanor with strong business acumen.
• Ability to thrive in a team environment and work well with others.
• Driven to succeed and able to represent our brand in all insurance interactions.
• Excellent organizational skills.
• Comfortable multitasking and prioritizing tasks without guidance.
• Punctual with a strong attendance history.

What We Offer

• Competitive salary and benefits programs.
• Professional development training/courses.
• Collaborative work environment.
• Complimentary parking.
• Positive and supportive setting, that encourages the health and wellness of our team.
• Advancement opportunities.