Senior Account Manager, Commercial Market
4 weeks ago
We are currently looking for a Senior Account Manager to join our Non Construction Commercial team in our Kamloops office. Our ideal candidate will have at least 10-15 years of experience in a similar role and have their Insurance License Level 2.
Beck Insurance Services is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We help.
You aim for maximum retention of the existing book by providing exceptional client service.
You will respond promptly to client emails and telephone calls.
You will ensure that all client services documents are prepared and in a timely fashion (i.e. You will be the liaison with marketing on placements, renewals, and midterm policy changes.
You will handle the complete brokering process on small mid-size policies within the book.
You will review of leases and contract documents and providing coverage advice to clients.
You will ensure that all Premium finance contracts are quoted/issued as requested by the Client.
You will work with Clients on accounts receivablesandfollow up with the Producer.
You will follow corporate policies and procedures.
You will continue to maintain education credits for licensing.
Other miscellaneous duties and special projects as required.
You have 10+ years of experience in Commercial Lines roles, construction experience is an asset.
You have your Level 2 insurance License, CAIB, CIP, FCIP or CRM designation would be considered an asset.
You have excellent computer skills including Microsoft Office, Outlook, Excel, & EPIC.
Professional development training/courses.
We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
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