Personal Lines Account Manager

3 weeks ago

Burnaby, Canada WMB Human Resources Full time

Wilson M. 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 have strategically grown to employ over 200 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 will Do
- You will engage with our high-net-worth clients to determine their needs, provide expert advice, and ensure the best coverage for them.
- You will develop new business opportunities.
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing.
- You will respond to all customer and company inquiries by providing effective and efficient customer service for verbal and written enquiries.
- You will manage and process renewals on a timely basis and maintain high levels of client retention.

Who You Are
- You have your Insurance License Level 2.
- You have at least 2 years of experience in a similar role.
- You are motivated in anything you undertake with excellent account management skills and the ability to multi-task when required.
- You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information.
- You have a strong work ethic, yet you know how to have fun
- If you have a good knowledge of Epic software, we will take that as a plus.

What We Offer
- Competitive salary and benefits programs.
- Professional development training/courses.
- A great collaborative work environment.
- A newly renovated office space with a gourmet kitchen.
- On-site gym and personal trainer that comes on a regular basis.
- Yoga/Meditation room.
- We are firm believers in the health and wellness of our staff and provide the on-site resources and services to encourage and support this.

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