We are currently looking for a Senior Account Manager to join our team in our Victoria office.
You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. 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 four corners of BC. Since 1981 we have grown to employ over 250 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.
What You’ll Do:
- 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 (i.e.. 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 brokering 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.
- You have a Level 2 Insurance License.
- You have a minimum of 3 to 5 years Commercial Lines experience; construction experience is 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.
Salary Range: $65,000.00 To 80,000.00 Annually
We encourage applications from all qualified candidates.
