Sr. Commercial Account Manager

2 days ago

Calgary, Alberta, Canada Wilson M. Beck Insurance Alberta Full time

Sr. Commercial Account Manager

Job Overview

We are currently looking for a Senior Account Manager to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio has significant commission income focusing on various segments of the construction, hospitality, real estate and oil and gas/energy industry, and more.

We Care. We Help.

Responsibilities

  • Maintaining maximum retention of existing book by providing exceptional client service;
  • Organizing and attending internal renewal strategy meetings;
  • Attending external client meetings as required;
  • Responding promptly to client emails and telephone calls;
  • Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
  • Maintaining monthly expiry lists including following up on project expiries;
  • Monitoring abeyances for outstanding information;
  • Updating spreadsheets such as Statement of Values and Contractors Equipment;
  • Writing correspondence and sending documents to clients (using company templates);
  • Liaising with marketing on placements, renewals and midterm policy changes;
  • Handling complete brokering process on small mid-size policies within the book;
  • Reviewing of leases and contract documents and providing coverage advice to clients;
  • Providing bid costing for clients prior to tender closings and recommending appropriate coverage;
  • Completing certificate requests;
  • Recommending additional coverage to clients (using coverage checklist);
  • Quoting and issuing premium finance contracts as requested;
  • Following up on accounts receivable;
  • Following corporate policies and procedures;
  • Maintaining continuing education credits for licensing;
  • Other miscellaneous duties and special projects as required.

Who You Are

  • Minimum of 5 years of Commercial Lines experience; construction experience is an asset.
  • Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation is considered an asset.
  • Self-starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines.
  • Excellent verbal and written communication skills.
  • Intermediate computer skills, including proficiency in Microsoft Office, The Agency Manager, and/or Applied Epic.
  • Friendly professional demeanor with strong business acumen.
  • Ability to thrive in a team environment and work well with others.
  • Driven to succeed and able to represent our brand in all insurance interactions.
  • Excellent organizational skills.
  • Comfortable multitasking and prioritizing tasks without guidance.
  • Punctual with a strong attendance history.

What We Offer

  • Competitive salary and benefits programs.
  • Professional development training/courses.
  • Collaborative work environment.
  • Complimentary parking.
  • Positive and supportive setting, that encourages the health and wellness of our team.
  • Advancement opportunities.

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