Account Manager, Surety

We are currently seeking a Surety Account Manager to join our Kelowna office. In this role, you will be responsible for managing a portfolio of surety clients, providing exceptional service, and supporting the continued growth of our surety division. The ideal candidate brings professionalism, strong analytical skills, and the ability to thrive in a fast-paced and collaborative environment.

Wilson M. Beck Insurance Services Inc is one of the largest privately held construction brokerages in Western Canada. Since 1981, we have grown to employ over 300 professionals across 12 locations, including the Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

We are proud to have dedicated teams specializing in insurance, surety, warranty,and risk management services. When you join WMB, you become part of a collaborative, knowledgeable, and passionate team. Our employees are the foundation of our success—our strength is our people and their expertise. "We Care. We Help."

WHAT YOU WILL DO:

• You will be managing the full renewal cycle and providing ongoing service for client surety accounts.
• You will be demonstrating a strong understanding of suretyship principles to effectively support surety clients and colleagues.
• You will be reviewing and analyzing documents to identify surety requirements, risk exposures, and contractual obligations.
• You will be interpreting and validating various bond forms to ensure accuracy and compliance.
• You will be issuing bid bonds, performance bonds, payment bonds, license bonds, and other surety bonds as required.
• You will be maintaining proficiency with online surety programs, company websites, and surety portals.
• You will be building and maintaining positive relationships with clients, underwriters, and surety partners to support renewals and new business opportunities.
• You will be ensuring all client files, bond registers, and documentation are accurate, complete, and compliant with company standards.
• You will be responding promptly and professionally to client requests for bonds, endorsements, and related documentation.
• You will be supporting Producers and Account Executives with new surety submissions, underwriting packages, and presentations as needed.
• You will be liaising with surety underwriters to obtain approvals, negotiate terms, and ensure timely issuance of bonds.
• You will be monitoring outstanding bonds, expiry dates, and aggregate exposure to ensure client compliance with surety terms.
• You will be preparing and billing all invoices related to surety accounts accurately and in a timely manner.
• You will be collaborating with internal departments, including Accounting and Producers, to resolve inquiries and support client strategies.
• You will be staying current on surety industry trends, bond types, and underwriting practices through training and professional development opportunities.
• You will be communicating clearly and effectively with clients, underwriters, and colleagues.
• You must demonstrate proficiency with Applied Epic, Microsoft Office Suite, Microsoft Windows, and Adobe Acrobat.
• You will be performing other administrative and account management duties as required.

WHO YOU ARE:

• You must be able to learn quickly: You grasp new processes and procedures with ease and consistently apply learned knowledge.
• You must be adaptable: Change is a necessary function of a growing business, and you adjust your work and communication style to best fit new processes, procedures, and business needs.
• You must be precise: Your detail-oriented approach allows you to accurately input information and identify errors in large bodies of data.
• You must maintain dependability: You come to work prepared, on time, and use work time appropriately.
• You must work proactively: Within the boundaries of your position, you take initiative to meet business needs without being asked.
• You must be able to multi-task effectively: You manage multiple requests, questions, and concerns simultaneously and naturally prioritize which items need to be resolved first.
• You must be able to develop customer loyalty: You are aware of, and go out of your way to help, customers.
• You must be able to promote teamwork: You work well with diverse groups of people and forge effective professional relationships with employees and management.
• You must be able to think critically: When something does not work, you can identify the issue and find an effective and efficient solution.
• You must be able to communicate effectively.
• You must be able to demonstrate the ability to maintain confidentiality and exercise discretion, as you will be exposed to clients' confidential information.
• Level 1 or 2 Insurance License, it is an asset, but not a requirement.
• Office Administration Certificate or Diploma would be an asset.

COMPENSATION:

• Salary Range: $60,000 – $70,000 (commensurate with experience, skills, and scope of role)
• Comprehensive Company Benefits Program

WHAT WE OFFER:

• Competitive salary and benefits
• Professional development and training opportunities
• A collaborative and supportive team environment
• Health and wellness programs and resources
• Encouragement of work-life balance
• Newly renovated office space
• On-site gym
• Monthly Coached Yoga & Circuit Strength Classes