Job Title: Commercial Account Manager

Location: Edmonton, Calgary, and Grande Prairie, AB (In-office)

Salary: Starting at $70,000 plus incentives

Pathfind is pleased to partner with highly reputable and creative insurance brokerages to find experienced Commercial Account Managers for their locations in Edmonton, Calgary, and Grande Prairie. As an Account Manager, you will work alongside the Sales Team, to manage account renewals, support client growth, and provide mentorship to team members. This role is ideal for a proactive, client-focused professional with a strong background in commercial lines insurance.

Why This Role?

- Impactful Work - Manage and grow your book of business while contributing to the overall success of the brokerage.
- Leadership Opportunity - Provide guidance and mentorship within your team, helping colleagues thrive in a collaborative environment.
- Growth Potential - Engage in challenging and diverse accounts, with opportunities for cross-selling and up-selling additional services.

Specific Responsibilities

- Renewal Management - Prepare pre-renewal letters, policies, endorsements, customer record books, certificates, and other related documents.
- Client Proposals - Oversee the preparation of proposals, binders, and policy renewal documents; ensure accuracy in certificates, cover notes, and mortgage requests.
- Marketing and Quoting - Market, rate, and quote new and renewal complex risks, leveraging industry expertise to meet client needs.
- Sales Support - Assist Sales Executives with client information gathering, distribute quotes and proposals, and accompany them on client visits to present insurance proposals.




- Account Reconciliation - Prepare and manage customer account reconciliations and report potential bad debts, taking proactive measures to avoid Errors & Omissions.
- Cross-Selling & Client Engagement - Identify opportunities to cross-sell or up-sell additional products, and address client inquiries promptly.
- Underwriting Support - Gather and follow up on underwriting information by managing the completion of brokerage applications.
- Meetings & Collaboration - Actively participate in team meetings and company events to foster collaboration.

Who You Are

Education & Experience

- Level 2 General License required.
- 2+ years of experience in commercial lines within an insurance brokerage environment.
- Proven experience working effectively in a team-oriented setting.

Skills & Attributes

- Client-Focused - Proactive in handling client needs and addressing inquiries with a solutions-oriented mindset.
- Problem Solver - Able to think creatively and outside the box to resolve client issues effectively.
- Communication & Collaboration - Excellent communicator with the ability to build strong client relationships and mentor team members.

Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.

> Legal Authorization: Candidates must be legally authorized to work in Canada on a full-time basis. We appreciate all applicants, but only those selected for an interview will be contacted.

If you’re ready to elevate your career in commercial lines insurance and join a leading brokerage, apply today!

📌 Commercial Account Manager (Edmonton)
🏢 Pathfind
📍 Edmonton