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Senior Commercial Account Manager

Full Time | Calgary Office

Senior Commercial Account Manager (Calgary):

We are currently looking for a Senior Commercial Account Manager to join our team in our Calgary 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, hospitality, real estate and oil and gas/energy industry, and more. 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 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.
QUALIFICATIONS:
  • 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.
WHAT WE OFFER
  • 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
ABOUT US Wilson M. Beck Insurance Services (WMB) is one of the largest privately held insurance brokerages in Western Canada and was recently named the #5 Top Insurance Brokerage in Canada for 2021. WMB is a dynamic and growing business in the commercial, auto, and personal insurance industries. Our organization has grown over the years to include ten offices across Canada in Burnaby, Kelowna, Calgary, Kamloops, Prince George, Victoria, Fraser Valley, Edmonton, Vancouver and Burlington, and our affiliated companies WBI Home Warranty Ltd., Advantage Mortgages and Advantage Capital Group. It is the goal of our organization to partner with our clients to meet their needs for effective surety bonding, project and business insurance, and financial risk management programs. As part of our team of insurance experts, you are vital in helping us reach that goal. When you join the WMB family you work with a team full of diverse knowledge and experience. At WMB, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We care. We Help. Ready to apply? Email your resume and cover letter to Roni Furgeson rfurgeson@wmbeck.com, and reference the job title in the subject line. We encourage applications from all qualified candidates.