1 week ago Be among the first 25 applicantsDirect message the job poster from Wilson M. Beck Insurance AlbertaExecutive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.Sr. Commercial Account ManagerJob OverviewWe are currently looking for a Senior 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 industries, and more.We Care. We Help.ResponsibilitiesMaintaining maximum retention of existing book by providing exceptional client service; Organizing and attendinginternal renewal strategy meetings; Attending externalclient meetings as required; Responding promptly to client emails and telephone calls; Preparing all client service documents (e.G., Renewal Summaries, Proposals, Underwriting Submissions); Maintaining monthly expiry lists including following up on project expiries; Monitoring abeyances foroutstanding 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 to mid-size policies within the book; Reviewing 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 accountsreceivable; Following corporate policies and procedures; Maintaining continuing education credits for licensing; Other miscellaneous duties and special projects as required.Who You AreMinimum of 5 years of Commercial Lines experience; construction experienceis an asset.Level 2 insurance license; CAIB, CIP, FCIP, or CRMdesignation is considered an asset.Self-starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines.Excellent verbal and written communication skills.Intermediate computer skills, including proficiency in Microsoft Office, The Agency Manager, and/or Applied Epic.Friendly professional demeanor with strong business acumen.Ability to thrive in a team environment and work well with others.Driven to succeed and able to represent our brand in all insurance interactions.Excellent organizational skills.Comfortable multitasking and prioritizing tasks without guidance.Punctual with a strong attendance history.What We OfferCompetitive salary and benefits programs.Cooperative work environment.Complimentary parking.Positive and supportive setting that encourages the health and wellness of our team.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionSales and Business DevelopmentIndustries: InsuranceReferrals increase your chances of interviewing at Wilson M. Beck Insurance Alberta by 2xGet notified about new Senior Commercial Account Manager jobs inCalgary, Alberta, Canada .#J-18808-Ljbffr

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