Insurance Account Growth Specialist
1 week ago
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 SummaryWe 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.
- 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.
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.
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