We are currently looking for an Account Manager to join our Personal Lines team in our Calgary office. Our ideal candidate will have at least 2 years of experience in a similar role and have their Insurance License Level 2.
Wilson M. Beck Insurance Services is one of the largest privately-held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the key locations for our clients. Since 1981 Wilson M. Beck has grown to 10 offices across Canada and employs over 200 people on our team. Our strength is our people and their expertise – We care. We Help.
Responsibilities
- You will engage verbally and electronically with our clients to determine their needs, provide expert advice and ensure the best coverage for them;
- Experience with supporting VIP
- Experience with Auto, Home, boat, recreational, and umbrella policies
- You will develop new business opportunities;
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
- You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
- You will manage and process renewals on a timely basis and maintain high levels of client
- All other duties as
- You have a Level 2 Insurance License;
- Personal Insurance Lines experience;
- RIBO licence is an asset and will be required to obtain;
- CAIB, CIP, FCIP or CRM designation would be considered an asset;
- 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 in all insurance
- 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 newly renovated office space with gourmet kitchen;
- On-site gym facility
