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Senior Account Manager – Non Construction, Commercial Lines

Full Time | Kamloops Office
We are currently looking for a Senior Account Manager to join our Non Construction Commercial team in our Kamloops office. Our ideal candidate will have at least 10-15 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 grown to employ over 200 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario. Our strength is our people and their expertise – We care. We help.

What You'll Do
  • You aim for maximum retention of the existing book by providing exceptional client service.
  • You will organize and attend internal renewal strategy meetings.
  • You will attend external client meetings as required.
  • You will respond promptly to client emails and telephone calls.
  • You will ensure that all client services documents are prepared and in a timely fashion (i.e. Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions).
  • You will maintain monthly expiry lists.
  • You will monitor abeyances for outstanding information.
  • You will update spreadsheets such as Statement of Values.
  • You correspond and send documents to clients (using company templates).
  • You will be the liaison with marketing on placements, renewals, and midterm policy changes.
  • You will handle the complete brokering process on small mid-size policies within the book.
  • You will review of leases and contract documents and providing coverage advice to clients.
  • You will ensure that all certificate requests are completed correctly and in a timely fashion.
  • You will recommend additional coverage to clients (using coverage checklist).
  • You will ensure that all Premium finance contracts are quoted/issued as requested by the Client.
  • You will work with Clients on accounts receivables and follow up with the Producer.
  • You will follow corporate policies and procedures.
  • You will continue to maintain education credits for licensing.
  • Other miscellaneous duties and special projects as required.

  • Who You Are
  • You have 10+ years of experience in Commercial Lines roles, construction experience is an asset.
  • You have your Level 2 insurance License, CAIB, CIP, FCIP or CRM designation would be considered an asset.
  • You are a self-starter, highly organized with exceptional attention to detail.
  • You are a strong negotiator on behalf of our Clients.
  • You have excellent verbal and written communication skills.
  • You have excellent computer skills including Microsoft Office, Outlook, Excel, & EPIC.
  • You have a friendly professional demeanor with a good sense of business acumen.
  • You thrive working in a team environment and work well with others.

  • What We Offer:
  • Competitive salary and benefits programs.
  • Professional development training/courses.
  • A great collaborative work environment.
  • We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
  • Work/life balance.

  • Salary Range: $70,000.00 To 75,000.00 Annually

    We encourage applications from all qualified candidates.