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Account Manager, Commercial Lines

Full Time | Edmonton Office
Account Manager, Commercial Lines (Edmonton) We are currently looking for a Commercial Account Manager to join our team in our Edmonton 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, real estate and oil and gas industry. Wilson M. Beck Insurance Services is one of the largest privately held brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty and risk management services. Since 1981 we have grown to employ over 180 people in 6 different geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Calgary, Victoria and most recently, Edmonton. Our strength is our people and their expertise.

EXPERIENCE AND SKILLS
  • Minimum 3 to 5 years Commercial Lines experience, construction experience is an asset;
  • Level 2 Insurance License required, CAIB, CIP, or CRM designation(s) an asset;
  • A solid working knowledge of Epic;
  • Must be a self-starter, highly organized with exceptional attention to detail;
  • The position requires excellent verbal and written communication skills;
  • Intermediate computer skills including Microsoft Office;
  • Friendly professional demeanor with a good sense of business acumen;
  • Ability to thrive in a strong team environment and work well with others.
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 broking 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.
WHAT WE OFFER
  • Competitive salary and benefits programs;
  • Professional development opportunities;
  • Work/life balance is insisted upon;
  • A great collaborative and fun work environment;
  • A freshly renovated office space with easy access and free parking;
  • We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
 
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