Pathfind has partnered with an innovative and reputable insurance brokerage, looking to fill their Commercial Account Manager position in their Calgary and Grande Prairie locations.
As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage.
Your primary role will be to perform the renewal of the assigned customers (Book of Business) and provide mentorship to the rest of the team.
Specific Responsibilities :
- Prepare pre-renewal letters, polices, endorsements, customer record books, bonds, certificates, cover notes and cancellation requests.
- Oversee the preparation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests and certificates.
- Market, rate and quote new and renewal complex risks.
- Assist Sales Executives in obtaining necessary information for proper submission; distribute quotes, proposals, and policies.
- Prepare customer account reconciliations.
- Report all potential bad debts and take proactive steps to avoid Errors & Omissions
- Cross-sell or up-sell other products and services.
- Accompany Sales Executive on client visits to assist in presentation of insurance proposal.
- Respond to and address all client inquiries and requests in a timely manner.
- Obtain and follow up on information concerning underwriting by completing / overseeing completion of brokerage applications.
- Attend & participate in meetings and company functions.
- Other related duties as assigned.
Specific Requirements :
- Must have a Level 2 General License
- 5+ years experience in Commercial Lines
- Possesses a proactive approach when handling customers
- Excellent problem solver and thinks outside the box
- Experience working within a team environment
Salary range starts at $70,000 plus incentives.
Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition / Outplacement.
We are a proud partner of Career Partners International.
The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.
Commercial Lines Account Manager (SBU) Small Business Unit
The ideal candidate will be an energetic team member who has a solid understanding of commercial lines products, demonstrates client focus, and the ability to offer alternative options to clients. Maintain and manage account receivables, forwarding payments to Insurers. These are typically accounts ...
Commercial Account Manager
The Commercial Account Manager reviews and prepares the commercial client files, leads marketing efforts while evaluating and pricing the insured’s risk. Commercial Account Manager opportunity at one of our Calgary, Edmonton, or Grande Prairie Branch locations. Department Account Management & Servic...
Commercial Lines Account Manager
The ideal candidate will be an energetic team member who has a solid understanding of Commercial Lines products, demonstrates client focus, and the ability to offer alternative options to clients. Backup for Account Executives, if required. The successful candidate will have the ability to work inde...
Senior Commercial Account Manager
You have minimum 5 years of experience as a Commercial Account Manager at a brokerage. Participate in account reviews, promote additional products and services, and provide value-added services to clients. Market accounts including new, renewal, and midterm changes. You have a strong knowledge of co...
SENIOR COMMERCIAL ACCOUNT MANAGER – Calgary Quarry Park
We are looking for a Senior Commercial Account Manager who will leverage his or her interpersonal strengths and network to generate new business opportunities, while managing a portfolio of existing clients. Employee Savings and Investment Plan where BDC matches part of your voluntary contributions,...
Senior Commercial Account Manager
Senior Commercial Account Manager. Our client is a savvy Edmonton-based firm that provides innovative insurance solutions to a variety of commercial customers. Familiarity with Agency Manager, Microsoft Office, or Compu Quote an asset. Expertise: Broker-Customer Service , Broker-Commercial. ...
Account Manager - Commercial
As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage. Prepare customer account reconc...
Commercial Account Manager
Trust, accountability, relentlessness, ingenuity, and OneSentinel define the pillars of our collaborative and unified global culture. Partner with field sales counterpart and channel managers to build pipeline and grow the assigned territory. ...
Account Manager - Commercial
Reporting to the District Sales Manager, you will also prospect and onboard new accounts while managing relationships with key vendors. ...
Commercial Account Manager - E&O/D&O 9100
We are seeking a strong E&O/D&O Commercial Account Manager to work for a fabulous brokerage! This position will be in office full time, with the ability for a hybrid schedule after probation. Our client is a large independent BC based brokerage seeking to add a strong account manager to their team. ...