Commercial Account Manager

Description

The Opportunity
Our client is seeking a Commercial Account Manager to join their team in Kelowna. This role is ideal for a commercial insurance professional who enjoys building strong client relationships, managing renewals, and supporting the placement of coverage for a diverse commercial book of business. Working closely with producers and marketing colleagues, you will help deliver tailored insurance solutions, provide day-to-day service support, and contribute to client retention through responsive, detail-oriented service.

This position is well suited to someone who thrives in a fast-paced environment, brings a positive and professional attitude, and can manage multiple priorities while maintaining a high standard of accuracy.

The Employer
Our client is a well-established insurance brokerage with a strong presence across Western Canada and deep expertise in commercial insurance. Known for its collaborative culture and commitment to client service, the organization offers a supportive team environment where employees are valued for their knowledge, professionalism, and contribution to long-term client success.

About You
You are a service-focused commercial insurance professional who enjoys being part of a collaborative team and takes pride in delivering exceptional client support. You are organized, proactive, and confident managing competing priorities in a busy office. You communicate clearly, pay close attention to detail, and are comfortable handling a broad range of account management responsibilities.

What You Will Do

• Maintain strong retention of an existing book of business through exceptional client service
• Collaborate with producers and marketers to assess client needs and recommend suitable coverage solutions
• Organize and attend internal renewal strategy meetings
• Attend client meetings as required
• Respond promptly to client emails and telephone inquiries
• Prepare client service documents including renewal summaries, proposals, and underwriting submissions
• Maintain monthly expiry lists and follow up on project expiries
• Monitor abeyances and follow up for outstanding information
• Update key client spreadsheets, including statements of values and equipment schedules
• Prepare correspondence and send client documentation using established templates
• Act as a liaison with marketing on placements, renewals, and mid-term policy changes
• Handle the complete brokering process for small to mid-sized policies within the book
• Review leases and contract documents and provide coverage guidance to clients
• Provide bid costing support for clients prior to tender closings and recommend appropriate coverage
• Complete certificate requests
• Recommend additional coverage where appropriate
• Quote and issue premium finance contracts as requested
• Follow up on accounts receivable
• Adhere to internal policies and procedures
• Maintain continuing education credits required for licensing
• Assist with special projects and other duties as needed

Necessary Qualifications Include

• Level 2 Insurance License
• 3 to 5 years of Commercial Lines experience
• Construction insurance experience considered an asset
• CAIB, CIP, FCIP, or CRM designation considered an asset
• Post-secondary education considered an asset
• Strong organizational skills and exceptional attention to detail
• Excellent verbal and written communication skills
• Intermediate computer skills, including Microsoft Office Suite and Applied Epic
• Professional and approachable demeanor with strong business acumen
• Ability to work effectively in a team environment
• Ability to multitask and prioritize independently
• Strong attendance and reliability

What’s in It for You

• Competitive compensation
• Comprehensive company benefits program
• Professional development and ongoing training opportunities
• Collaborative and supportive team environment
• Health and wellness-focused workplace culture
• Opportunity to join an established brokerage with a strong commercial presence in the Kelowna market

About Us
DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach key influencers and passive candidates nationally.

Information

• City: Kelowna
• Market segment: Insurance
• Job Type: Full-Time
• Education: CAIB, Insurance License Level 1, Insurance License Level II
• Expertise: Broker-Customer Service , Broker-Commercial
• Minimum experience required: 3 to 4 Years
• Salary (annually): from $60,000 to $80,000

• Contact name: Kim Ehman
• Contact email:
• Contact phone: