Join this dynamic team based in Kelowna! We're seeking a Senior Account Manager for our client's Commercial Lines division, offering a competitive salary of $80K to 95K, with potential for more based on qualifications.
This position offers hybrid flexibility, allowing for up to two remote workdays weekly after gaining familiarity with the industry and responsibilities.
As a Senior Account Manager, you'll collaborate closely with Account Managers, Producers, and Marketers, focusing on client accounts primarily within the construction and contracting sectors.
Your role is pivotal in ensuring exceptional client service, retention, and efficient management of accounts.
Responsibilities :
- Organize and participate in internal renewal strategy meetings
- Attend external client meetings as needed
- Provide prompt responses to client communications
- Prepare client service documents accurately and in a timely manner
- Maintain expiry lists and follow up on expiries
- Monitor outstanding information and update relevant spreadsheets
- Liaise with marketing on placements, renewals, and policy changes
- Handle brokering process for small to mid-size policies
- Review leases and contract documents, offering coverage advice
- Provide bid-costing for clients and recommend coverage
- Ensure timely completion of certificate requests and premium finance contracts
- Follow corporate policies and procedures
- Maintain education credits for licensing
- Undertake miscellaneous duties and special projects as needed
Requirements :
- 5+ years of experience in Commercial Lines roles; construction experience preferred
- Level 2 insurance License required; additional designations (CAIB, CIP, FCIP, CRM) considered assets
- Strong organizational skills with keen attention to detail
- Excellent negotiation skills
- Proficiency in Microsoft Office; EPIC experience a plus
- Professional demeanor with strong communication skills
- Team player with a proactive approach to work
Benefits :
- Competitive salary and comprehensive benefits package
- Supportive team environment with opportunities for professional development
- Work / life balance and flexible scheduling
- On-site resources and services to promote health and wellness, including personal trainer consulting
- If you're ready to take your career to the next level in a supportive and collaborative environment, apply now to join our client's team!
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As a Senior Account Manager, you'll collaborate closely with Account Managers, Producers, and Marketers, focusing on client accounts primarily within the construction and contracting sectors. Join this dynamic team based in Kelowna! We're seeking a Senior Account Manager for our client's Commercial ...
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