We are currently seeking a Commercial Account Manager to join our team in the Kelowna office. In this role, you will collaborate closely with Producers and Marketers to assess client needs and recommend tailored insurance solutions, including optimal placement, terms, and conditions. This position requires a proactive attitude, strong critical thinking skills, and the ability to effectively prioritize in a fast-paced environment.
WMB is one of the largest privately held construction-focused brokerages in Western Canada. We offer specialized expertise in insurance, surety, warranty, and risk management. Since our founding in 1981, we have grown to employ over 300 professionals across 12 strategic locations: the Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario. When you join WMB, you become part of a collaborative, experienced, and passionate team. Our employees are the foundation of our success — together, we’ve built a reputation as a trusted leader in the insurance industry. Our strength is our people and their expertise. – We Care. We Help.What You’ll Do
- You will retain and grow an existing book of business by delivering exceptional client service.
- You will organize and participate in internal renewal strategy meetings.
- You will attend external client meetings as required.
- You will respond to client communications promptly and professionally.
- You will prepare client service documentation, including renewal summaries, proposals, and underwriting submissions.
- You will maintain expiry lists and follow up on upcoming project expirations.
- You will monitor abeyances to track outstanding items.
- You will update key spreadsheets, including Statements of Values and Contractors Equipment schedules.
- You will draft client correspondence and issue insurance documentation using company templates.
- You will liaise with the marketing team on placements, renewals, and policy amendments.
- You will manage the complete broking process for small to mid-size policies.
- You will review leases and contracts, offering appropriate coverage guidance.
- You will provide bid cost estimates and coverage recommendations prior to tender closings.
- You will complete certificate requests and issue premium finance contracts.
- You will recommend additional coverage using company checklists.
- You will follow up on outstanding receivables.
- You will adhere to all company policies, procedures, and industry best practices.
- You will maintain continuing education credits and licensing requirements.
- You will support miscellaneous duties and participate in special projects as required.
- You must hold a Level 2 General Insurance License or be willing to obtain it within 6 months of your start date.
- You must have 2 to 3 years of experience in Commercial Lines; construction insurance experience is a strong asset.
- You must possess or are working toward designations such as CAIB, CIP, FCIP, or CRM (considered an asset).
- You must have a post-secondary administrative degree - we will provide full training for the right candidate.
- You must be highly organized with strong attention to detail and the ability to multitask effectively.
- You must have strong verbal and written communication skills.
- You must be proficient with Microsoft Office Suite and Applied Epic.
- You must be friendly, professional with sound business judgment.
- You must thrive in a collaborative team environment.
- You must be dependable, punctual, and results driven.
- Competitive compensation and benefits package.
- Professional development and training opportunities.
- A collaborative and supportive team environment.
- Newly renovated office
- On-site gym and wellness spaces, including a yoga/meditation room.
- A culture that supports work-life balance, wellness, and employee growth.
- Expected salary range: $60,000 to $65,000 based on skills, experience, location, and the scope of the role.
- Comprehensive Company Benefits Program.
