We are currently looking for a Senior Surety Account Executive to join our team in our Surrey office. You will collaborate with Account Manager(s)/Bond Processor(s) regarding the client’s needs and recommend solutions with respect to bond facility term and rates. 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 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.
When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, 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.What You will Do:
- Maintaining maximum retention of existing books by providing exceptional client service.
- Growing the book by attracting new business each year.
- Cross selling and upselling existing accounts to benefit the client.
- Organizing and attending internal renewal strategy meetings.
- Attending external client meetings as required.
- Responding promptly to client emails and telephone calls.
- Reviewing all client documents
- Writing correspondence and sending documents to clients
- Liaising with Sureties on facilities, specific bonds, and midterm changes.
- Providing bond costing for clients prior to tender closing.
- Following up on accounts receivable and collecting payments, as necessary.
- Following corporate policies and procedures.
- Maintaining continuing education credits for licensing.
- Other miscellaneous duties and special projects as required.
- Minimum 5 years Surety/Bonding experience
- Construction experience is an asset.
- Level 2 Insurance License is required.
- CAIB, CIP, or ASCB designation(s) or intention to complete is an asset.
- Competitive salary and benefits programs.
- Professional development training/courses.
- A great collaborative work environment.
- A newly renovated Kitchen
- On-site gym
- Yoga/meditation room
- We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
We encourage applications from all qualified candidates.
