Commercial Account Manager

1 month ago

Grande Prairie, Canada Pathfind Full time
Job Title: Commercial Account Manager

Pathfind is seeking a highly skilled Commercial Account Manager to join our team in Calgary and Grande Prairie locations. As an Account Manager, you will play a crucial role in planning, leading, and guiding the growth, renewal, and servicing of accounts to contribute to the continued growth and operation of the brokerage.

Key Responsibilities:
  • Prepare pre-renewal letters, policies, endorsements, customer record books, bonds, certificates, cover notes, and cancellation requests.
  • Oversee the preparation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests, and certificates.
  • Market, rate, and quote new and renewal complex risks.
  • Assist Sales Executives in obtaining necessary information for proper submission; distribute quotes, proposals, and policies.
  • Prepare customer account reconciliations.
  • Report all potential bad debts and take proactive steps to avoid Errors & Omissions.
  • Cross-sell or up-sell other products and services.
  • Accompany Sales Executive on client visits to assist in presentation of insurance proposal.
  • Respond to and address all client inquiries and requests in a timely manner.
  • Obtain and follow up on information concerning underwriting by completing/overseeing completion of brokerage applications.
  • Attend & participate in meetings and company functions.
  • Other related duties as assigned.
Requirements:
  • Must have a Level 2 General License.
  • 5+ years experience in Commercial Lines.
  • Possesses a proactive approach when handling customers.
  • Excellent problem solver and thinks outside the box.
  • Experience working within a team environment.

Salary range starts at $70,000 plus incentives. Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International. The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.

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