Sr. Commercial Account Manager

Wilson M. Beck Insurance Alberta; Calgary; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive Salary

Benefits Programs

Collaborative Work Environment

Complimentary Parking

Health and Wellness Support

Job summary

An established industry player is seeking a Senior Account Manager to join a dynamic team in Calgary. This role involves collaborating with producers to meet client needs and providing exceptional service across various sectors, including construction and real estate. The ideal candidate will possess strong problem-solving skills, excellent communication abilities, and a keen attention to detail. The company offers a supportive work environment that values health and wellness, along with competitive salary and benefits. If you are driven to succeed and thrive in a team setting, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in Commercial Lines; construction experience is an asset.
• Self-starter with exceptional attention to detail and ability to manage multiple priorities.

Responsibilities

• Maintain client retention through exceptional service and timely communication.
• Prepare client service documents and organize renewal strategy meetings.

Skills

Commercial Lines Experience

Problem-Solving Skills

Communication Skills

Microsoft Office Proficiency

Attention to Detail

Organizational Skills

Education

Level 2 Insurance License

CAIB, CIP, FCIP, or CRM Designation

Tools

The Agency Manager

Applied Epic

Job description

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Executive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.

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 industries, 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 service documents (e.g., 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 to mid-size policies within the book;
• Reviewing 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.
• Collaborative work environment.
• Complimentary parking.
• Positive and supportive setting that encourages the health and wellness of our team.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance

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