Sr. Commercial Account Manager
21 hours ago
1 week ago Be among the first 25 applicantsDirect message the job poster from Wilson M. Beck Insurance AlbertaExecutive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.Sr. Commercial Account ManagerJob OverviewWe 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.ResponsibilitiesMaintaining 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 AreMinimum 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 OfferCompetitive salary and benefits programs.Collaborative work environment.Complimentary parking.Positive and supportive setting that encourages the health and wellness of our team.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionSales and Business DevelopmentIndustries: InsuranceReferrals increase your chances of interviewing at Wilson M. Beck Insurance Alberta by 2xGet notified about new Senior Commercial Account Manager jobs in Calgary, Alberta, Canada. #J-18808-Ljbffr
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