Commercial Account Executive

4 weeks ago

Grande Prairie, Canada Pathfind Full time

Pathfind is collaborating with a distinguished and forward-thinking insurance brokerage to fill the role of Commercial Account Manager. This position is pivotal in supporting the Sales Team and working closely with the Senior Account Manager (Team Lead) to strategize, manage, and enhance the growth, renewal, and servicing of client accounts, ensuring the ongoing success and functionality of the brokerage.

Key Responsibilities:

  • Draft pre-renewal communications, policies, endorsements, customer records, bonds, certificates, cover notes, and cancellation requests.
  • Supervise the creation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests, and certificates.
  • Market, assess, and quote new and renewal complex risks.
  • Assist Sales Executives in gathering essential information for accurate submissions; distribute quotes, proposals, and policies.
  • Prepare reconciliations for customer accounts.
  • Identify potential bad debts and implement proactive measures to mitigate Errors & Omissions.
  • Cross-sell or up-sell additional products and services.
  • Accompany Sales Executives on client visits to aid in presenting insurance proposals.
  • Respond promptly to all client inquiries and requests.
  • Gather and follow up on underwriting information by overseeing the completion of brokerage applications.
  • Participate in meetings and company events.
  • Perform other related duties as assigned.

Qualifications:

  • Must possess a Level 2 General License.
  • Minimum of 5 years of experience in Commercial Lines.
  • Demonstrates a proactive approach in customer interactions.
  • Exhibits excellent problem-solving skills and innovative thinking.
  • Experience in a collaborative team environment.

The salary for this position starts at $70,000, with additional incentives.

Pathfind is a comprehensive Talent Management firm, providing professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We proudly partner with Career Partners International.

All candidates must have legal authorization to work in Canada on a full-time basis for any employer. We appreciate the interest of all applicants; however, only those selected for an interview will be contacted.

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