Commercial Insurance Account Manager

4 weeks ago


Acadia Valley, Alberta, Canada western financial Full time

We are seeking a highly motivated and experienced Commercial Insurance Account Manager to join our team at Western Financial Group. As an Account Manager, you will play a key role in managing a book of business, ensuring our customers have the coverage they need.

Our ideal candidate will have a strong background in commercial insurance, excellent customer service skills, and the ability to communicate effectively with customers, insurance partners, and internal stakeholders.

In this role, you will be responsible for:

  • Supporting new and existing customers by offering recommendations for products and services required
  • Promoting retention of existing customers by building strong relationships and providing quality customer service
  • Navigating multiple insurance partner online portals to complete customer applications
  • Quoting new business through outbound calls and walk-in clients
  • Communicating with insurance company Underwriters to ensure evolving guidelines are met
  • Prospecting and up-selling when talking to public on all lines of business sold
  • Liaising between client and external insurance partners to ensure fair and proper representation for both parties

To be successful in this role, you will require:

  • A General Insurance Level 2 License
  • Experience providing excellent customer service
  • The ability to communicate professionally in person, over the phone, and through email
  • Experience managing a book of business or relatable work experience
  • A desire to learn our systems and processes
  • Strong problem-solving skills and the ability to adapt in the face of adversity
  • Passion about helping people, self-driven, and determined to succeed

We offer a competitive compensation package consisting of $55,000 - $65,000 per year, plus benefits, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account. We take pride in providing programs that add value to our people's lives.



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