Commercial Lines Brokerage Manager
16 hours ago
We are currently seeking a Commercial Lines Brokerage Manager to join our team in Kelowna. This role involves collaborating with Account Producers/Marketers to understand client needs and recommend suitable solutions regarding placement, terms, and conditions.
Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. With dedicated teams focused on insurance, surety, warranty, and risk management services, we have built a reputation as a respected industry leader.
The ideal candidate will maintain maximum retention of the existing book of business by providing exceptional client service, responding promptly to emails and telephone calls, and preparing client service documents.
Key responsibilities include:
- Maintaining monthly expiry lists and following up on project expiries
- Updating spreadsheets such as Statement of Values and Contractors Equipment
- Liaising with marketing on placements, renewals, and midterm policy changes
- Handling the complete brokering process for small to mid-size policies within the book
- Reviewing leases and contract documents and providing coverage advice to clients
- Quoting and issuing premium finance contracts as requested
- Following up on accounts receivable
A minimum of 3-5 years' Commercial Lines experience, preferably in construction, is required. A Level 2 Insurance License and Intermediate computer skills, including Microsoft Office Suite and Applied Epic, are also essential.
In addition to competitive salary and benefits, we offer professional development training/courses and a newly renovated office. We prioritize staff health and wellness, providing on-site resources and services to support this goal.
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