Sr. Commercial Account Manager

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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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