Assistant Account Manager, Commercial Lines

6 months ago

Prince George, Canada WMB Human Resources Full time

We are currently looking for an Assistant Account Manager to join our Commercial team in our Prince George office. In this role, you will collaborate with Account Manager (s)/Producer(s)/ Marketer(s) to assist in the managing of our client’s accounts. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio of business focuses on but is not limited to various segments within the construction and contracting industry.

Wilson M. Beck Insurance Services Inc. 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 have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 250 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario. Our strength is our people and their expertise - **We Care. We Help**.

**WHAT YOU’LL DO**
- You will be maintaining maximum retention of existing book by providing exceptional client service.
- You will be organizing and attending internal renewal strategy meetings.
- You will be attending external client meetings as required.
- You will be preparing all client services documents (i.e.). Renewal Summaries, Proposals, Underwriting Submissions).
- You will be maintaining monthly expiry lists including following up on project expiries.
- You will be monitoring abeyances for outstanding information.
- You will be updating spreadsheets such as Statement of Values and Contractors Equipment.
- You will be writing correspondence and sending documents to clients (using company templates).
- You will be liaising with marketing on placements, renewals, and midterm policy changes.
- You will be handling complete broking process on midsize to large policies within the book.
- You will be reviewing of leases and contract documents and providing coverage advice to clients.
- You will be providing bid costing for clients prior to tender closings and recommending appropriate coverage.
- You will be completing certificate requests.
- You will be recommending additional coverage to clients (using coverage checklist).
- You will be quoting and issuing premium finance contracts as requested.
- You will be following up on accounts receivable.
- You will be following corporate policies and procedures (best practices)
- You will be maintaining continuing education credits for licensing.
- Other miscellaneous duties and special projects as required.

**WHO YOU ARE**
- You have administration experience or degree.
- You must obtain your Level 2 insurance License.
- You adapt change is a necessary function of a growing business, and you adapt your work and communication style to best-fit new processes, procedures, and business needs.
- You are precise: Your detail-oriented approach allows you to accurately input, and find errors, in large bodies of information.
- You maintain dependability: You come to work prepared, on-time and use work time appropriately.
- You work proactively: Within the boundaries of your position, you do your best to meet business needs without being asked.
- You can effectively multi-Task: You can manage multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.
- You develop Customer Loyalty: You are aware of, and go out of your way to help, customers.
- You promote teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management.
- You think critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient work-around.
- You communicate effectively.
- You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information.

**What We Offer**
- Competitive salary and benefits programs
- Professional development mentorship training/courses
- A great collaborative work environment
- We are firm believers in the health and wellness of our staff and provide the resources and services to encourage and support this,
- Work/life balance is encouraged.

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