Insurance Account Growth Specialist

1 week ago


Grande Prairie, Canada Pathfind Full time
Company Overview

Pathfind is a forward-thinking talent management firm, dedicated to delivering exceptional services in executive search, leadership coaching, and career transition/outplacement. As a proud partner of Career Partners International, we excel in providing innovative solutions for our clients.

Job Summary

We are seeking an experienced Insurance Account Growth Specialist to join our team in Calgary and Grande Prairie locations. This key role involves working closely with the Sales Team and Senior Account Manager (Team Lead) to drive the growth, renewal, and servicing of accounts.

Responsibilities
  • Lead account planning and execution, ensuring seamless renewal processes.
  • Prepare pre-renewal letters, policies, endorsements, customer record books, bonds, certificates, cover notes, and cancellation requests.
  • Market, rate, and quote new and renewal complex risks, collaborating with the Sales Executive team.
  • Assist in obtaining necessary information for proper submission; distribute quotes, proposals, and policies to clients.
  • Prepare customer account reconciliations, ensuring accuracy and timeliness.
  • Report potential bad debts and take proactive steps to mitigate errors & omissions.
  • Cross-sell or up-sell other products and services to enhance client satisfaction.
  • Accompany Sales Executives on client visits to present insurance proposals effectively.
  • Respond to and address client inquiries and requests in a timely manner.
Requirements
  • Must have a Level 2 General License.
  • Possess at least 5 years of experience in Commercial Lines.
  • Demonstrate a proactive approach when handling customers.
  • Show excellent problem-solving skills and think creatively.
  • Experience working within a team environment is essential.
Salary and Benefits

The successful candidate can expect a competitive salary range starting at $70,000, plus incentives. Pathfind offers a comprehensive benefits package, including opportunities for professional growth and development.



  • Grande Prairie, Canada 10102 HUB Intl Canada West ULC (Prairies) Full time

    Unlock New OpportunitiesAt 10102 HUB Intl Canada West ULC (Prairies), we're dedicated to supporting our clients and communities. To achieve this, we believe in empowering our team members to ignite their potential and make a meaningful impact.We're seeking a highly motivated and competitive Insurance Growth Specialist to join our team and contribute to the...


  • Grande Prairie, Canada Westland Insurance Full time

    We're seeking a motivated and client-focused individual to join our team as an Insurance Career Development Specialist in Grande Prairie, Alberta. This exciting opportunity offers the chance to develop your career in insurance while providing exceptional service to clients.About the RoleAs an Insurance Career Development Specialist, you'll be empowered to...


  • Grande Prairie, Canada Westland Insurance Full time

    Insurance Career Development SpecialistWe're seeking a talented individual to join our team as an Insurance Career Development Specialist. As a key member of our team, you'll be responsible for developing and promoting insurance products to clients, while also providing exceptional customer service.Key Responsibilities:Develop and implement insurance product...


  • Grande Prairie, Canada Westland Insurance Full time

    Insurance Career Development SpecialistWe're looking for a talented individual to join our team as an Insurance Career Development Specialist. As a Trainee - Insurance Advisor, you'll be empowered to develop your career in insurance by learning how to promote and educate clients on insurance products. You'll also practice anticipating and interpreting client...


  • Grande Prairie, Canada 10102 Hub Intl Canada West Ulc (prairies) Full time

    Company OverviewHUB is a dynamic network of risk, insurance, employee benefits, retirement and wealth management specialists dedicated to providing tailored solutions and unrelenting advocacy. We strive to support our clients and communities through teamwork and diversity.Job DescriptionWe are seeking an ambitious and competitive Personal Insurance Sales...

  • Accounting Specialist

    2 weeks ago


    Grande Prairie, Canada REVOLUTION COLLISION GRANDE PRAIRIE LTD. Full time

    Job Title: Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at REVOLUTION COLLISION GRANDE PRAIRIE LTD.About the Role:This is a full-time permanent position, working 40 hours per week in a fast-paced environment.The ideal candidate will have at least 1 year of experience in accounting and bookkeeping.Key...

  • Insurance Advisor

    1 month ago


    Grande Prairie, Canada Westland Insurance Ltd. Full time

    Insurance Advisor OpportunityWe're seeking a skilled Insurance Advisor to join our team at Westland Insurance Ltd. in Grande Prairie, Alberta.As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, building strong relationships, and contributing to the growth of our presence in the local community.Why...

  • Accounting Specialist

    4 weeks ago


    Grande Prairie, Canada Friesen Bain LLP Chartered Professional Accountants Full time

    Friesen Bain LLP Chartered Professional Accountants is seeking a skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain general ledgers and...


  • Grande Prairie, Canada Pathfind Full time

    Pathfind is seeking a highly skilled Commercial Lines Insurance Specialist to join their team in Calgary and Grande Prairie locations. This role will involve working closely with the Sales Team and under the direction of the Senior Account Manager (Team Lead) to plan, lead, and guide the growth, renewal, and servicing of accounts.Key Responsibilities:Prepare...


  • Grande Prairie, Canada 10102 HUB Intl Canada West ULC (Prairies) Full time

    At 10102 HUB Intl Canada West ULC (Prairies), we're looking for a skilled Commercial Insurance Specialist to join our team in Grande Prairie. As a key member of our Commercial Insurance team, you will play a crucial role in delivering exceptional client service and building long-term relationships with our clients.The estimated salary for this position is...


  • Grande Prairie, Canada Western Coast Insurance Services Full time

    About the RoleAt Western Coast Insurance Services, we're looking for a skilled Insurance Professional to join our team. As an Insurance Professional, you'll be responsible for meeting sales targets through quotes and referrals, building lasting relationships with customers, and helping them protect what matters most.Key ResponsibilitiesProvide quotes and...


  • Grande Prairie, Canada Westland Insurance Full time

    We're searching for a career-minded individual to join our team as an Insurance Development Professional. If you're eager to grow and love to provide exceptional client service, we want to hear from you.At Westland Insurance Group Ltd., we have an exciting opportunity for you to develop your career in insurance by learning how to promote and educate clients...

  • Insurance Broker

    4 weeks ago


    Grande Prairie, Canada Western Coast Insurance Services Full time

    Protecting What Matters MostAs a valued member of our team at Western Coast Insurance Services, you will play a critical role in helping our customers achieve their goals by providing expert insurance solutions. As an Insurance Broker, you will be responsible for meeting sales targets through quotes and referrals, building lasting relationships with...


  • Grande Prairie, Canada Anet Fiber Tech Inc. Full time

    Job Title: Financial Accounting SpecialistWe are seeking a skilled Financial Accounting Specialist to join our team at Anet Fiber Tech Inc. The ideal candidate will have experience in bookkeeping and a strong understanding of financial regulations.Estimated Salary: $45,000 - $55,000 per year, depending on experience and location.About the RoleThe Financial...


  • Grande Prairie, Canada Westland Insurance Full time

    Trainee Insurance AdvisorAbout Westland InsuranceWe're a leading insurance provider dedicated to delivering exceptional client service and creating opportunities for growth. Our team is passionate about building strong relationships with our clients and making a positive impact in our communities.Job DescriptionWe're seeking a motivated and career-driven...


  • Grande Prairie, Canada Westland Insurance Full time

    Trainee - Insurance Advisor Grand Prairie 2, AB, 9917-116 Avenue, Grande Prairie, Alberta, Canada Req #3132 Monday, June 17, 2024 We’re searching for a  Trainee - Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a  Trainee - Insurance Advisor at our Grande Prairie, AB ...


  • Grande Prairie, Canada Western Coast Insurance Services Full time

    Build Lasting Relationships and Drive Sales SuccessAs an Insurance Sales Professional at Western Coast Insurance Services, you will be responsible for meeting sales targets through quotes and referrals. You will build lasting relationships with customers, helping to protect what matters most to them.A Day in the LifeYou will provide quotes and sell new...


  • Grande Prairie, Canada Pathfind Full time

    Overview: Pathfind has partnered with a reputable insurance brokerage to fill a Commercial Account Manager position in their Calgary and Grande Prairie locations.Key Responsibilities: Plan, lead, and guide the growth, renewal, and servicing of commercial accounts to contribute to the continued growth and operation of the brokerage. Perform the renewal of...


  • Grande Prairie, Canada CMB Insurance Brokers Full time

    Under the direction of your assigned Senior Producer, the Producer not only maintains a Book of Business but also generates new business.  In this role, a Book of Business, approximate value of $300K with an account size of $25K-$100K premium, will be transitioned to you.  Your primary responsibility will be building relationships with the clients,...


  • Grande Prairie, Canada CMB Insurance Brokers Full time

    Under the direction of your assigned Senior Producer, the Producer not only maintains a Book of Business but also generates new business.  In this role, a Book of Business, approximate value of $300K with an account size of $25K-$100K premium, will be transitioned to you.  Your primary responsibility will be building relationships with the clients,...