When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.
What You'll Do
- Maintain maximum retention of an existing book of business by providing exceptional client service;
- Attend external client meetings as required;
- Respond promptly to client emails and telephone calls;
- Prepare all client services documents together with the support team. (i.e. Renewal Summaries, Proposals, Underwriting Submissions);
- Maintain monthly expiry lists including following up on project expiries;
- Monitor abeyances for outstanding information;
- Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
- Write correspondence and send documents to clients (using company templates);
- Liaise with placement team (as required) on placements, renewals and midterm policy changes;
- Handle complete broking process on small mid-size policies within the book;
- Review leases and contract documents and provide coverage advice to clients;
- Provide bid costing for clients prior to tender closings and recommend appropriate coverage;
- Complete certificate requests in conjunction with the support team;
- Recommend additional coverage to clients (using coverage checklist);
- Quote and issue premium finance contracts as requested;
- Attend internal renewal strategy meetings;
- Proactively manage account receivables;
- Adhere to corporate policies and procedures;
- Maintain continuing education credits for licensing;
- Other miscellaneous duties and special projects as required
- You have a Level 2 Insurance License.
- You have a minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset
- CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education.
- You are a self-starter, who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand and your own cohesively and confidentially.
- Excellent organizational Skills
- Comfortable multi-tasking and prioritizing tasks without guidance
- Punctual with strong attendance history
- Competitive salary and benefits programs;
- Professional development training/courses;
- A great collaborative work environment;
- A positive and supportive setting which encourages the health and wellness of our team.
We encourage applications from all qualified candidates.
