Account Manager, Commercial Insurance

2 weeks ago

Vancouver, British Columbia, Canada Waypoint Full time $45,000 - $120,000 per year

POSITION OVERVIEW

The Account Manager, Commercial Insurance plays a key role in delivering high-quality service and support to clients. With a solid understanding of commercial insurance products and a client-first mindset, this role ensures accuracy and consistency while following established procedures. The Account Manager collaborates closely with internal teams to support consistent service excellence.

RESPONSIBILITIES:

Client Support & Internal Communication

  • Assist with day-to-day client service needs, including policy changes, endorsements, certificates, and inquiries.
  • Respond to client emails and calls promptly and professionally.
  • Maintain strong, supportive relationships with clients, insurers, and internal teams.
  • Participate in regular check-ins with Risk Advisor to review current workload, clarify expectations, and assist in prioritizing tasks to ensure deadlines and service standards are met.
  • Collaborate with internal departments (administration, claims, underwriting, finance).

Policy Administration

  • Work under the guidance of a Risk Advisor to review renewal lists to ensure timely completion of renewals.
  • Track renewal timelines and follow up on outstanding documentation or action.
  • Ensure all policy changes, endorsements, certificates, and documents are issued accurately and promptly.
  • Prepare insurance documents such as proposals, submissions, binders, certificates, statement of values and property schedules.
  • Review policy documents and endorsements from insurers for accuracy.

Learning & Development

  • Participate in training programs to develop technical knowledge of commercial insurance products.
  • Build familiarity with markets, coverages, underwriting requirements, and brokerage systems.
  • Grow into more complex account servicing responsibilities over time.

Compliance and Documentation

  • Ensure proper documentation is maintained in the management system (Epic).
  • Adhere to brokerage procedures and E&O best practices.
  • Maintain confidentiality and regulatory compliance

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

  • Level 2 BC Insurance License.
  • 3+ years of Account Manager experience in Commercial Insurance
  • Refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by a commitment to delivering exceptional experiences.
  • Excellent written and verbal communication skills, ensuring interactions are clear and concise.
  • Proficient in working within a team environment and managing diverse tasks.
  • Strong organizational skills, attention to detail, and ability to manage workload effectively.
  • Prior experience in Commercial Insurance or related fields is an asset.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.

The base salary or wage range for this role is $65K to $80K per year. At Waypoint, compensation is determined by a combination of factors including a candidate's experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

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