Small Commercial Account Manager

Reports to Commercial Service Team Leader

Summary The Commercial Account Manager (AM) is a service-oriented individual with high personal standards for ethical conduct and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

In our highly collaborative environment, commitment to teamwork and effective communication is essential. This role is responsible for developing and maintaining client relationships through prompt, pleasant service and efficient handling of claims, change requests, and other client inquiries. This role involves significant priority management, excellent attention to detail, the ability to clearly communicate and document files, and provide excellent service when dealing with clients.

The Commercial Account Manager is responsible for providing brokerage business clients with tailored coverage and support and fostering ongoing strong relationships with our clients, team-member peers and our industry partners. This role serves as the day-to-day liaison between our clients and the insurance companies we represent in close collaboration with our Commercial Account Executives and Account Administrator team members.

Wilson Insurance Ltd. is a work setting based on fostering a culture of excellence, collaboration, and continuous improvement to ensure the delivery of exceptional client experiences.

Core Competencies

· Client Focus

· Communication

· Relationship Building

· Teamwork

· Negotiating Skills





· Product Knowledge

· Solutions Oriented

· Adaptability/ Flexibility

· Time Management

· Creative and Innovative Thinking

· Results Focus

· Accountability and Dependability

· Ethics and Integrity

· Detail Oriented

· Initiative

Job Functions

· Manage client inquiries and policy renewals

· Understand and educate clients on market and rate changes

· Initiate, document and evaluate the remarket process when required.

· Document required information promptly in Client Relationship Management System (CRM)

· Identify coverage gaps or opportunities

· Ability to use/learn carrier portals or other vendor software.

· Process policy changes and comply with required organizational workflows.

· Resolve client inquiries regarding coverage and billing.

· Advise clients on and report claims promptly.

· Maintain client contact and policy information in CRM

· Participate in team meetings as requested.

· Review and act on monthly receivables reports.

· Respond to underwriter and carrier inquiries on client accounts.

· Continuing education in the insurance industry through independent, group or team meets/study.

· Provide mentorship and support to peers.

· Other duties as assigned.





Requirements for Small Commercial Account Manager

· Bachelor's degree in a Business, or related field or college diploma in insurance brokerage ( ie. CAIB, CIP or RIBO) is preferred. A combination of education, skills and experience will be considered.

· 1-3 years of Broker/Insurance Industry experience.

· 1-3 years of client service experience.

· Level 2 Agent License or working toward.

· Must have strong verbal/written communication and interpersonal skills.

· Strong analytical, organizational and time management skills

· Strong experience using word processing and office productivity suites like MS365.

· Bilingualism is an asset.

· Experience using Applied EPIC is an asset.

Working Conditions

· Some travel may be required.

· Conducting presentations and meetings may be required (in person / virtual and formal and informal).

· Some overtime is expected due to the nature of the role. Regular office hours are 8am to 4:30 PM AST.

· Remote/Hybrid work environment may be available.

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Benefits

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Education:
- Bachelor's Degree (preferred)

Experience:
- insurance: 3 years (preferred)

Licence/Certification:
- CAIB license (preferred)

Work Location: Hybrid remote in Fredericton, NB E3B 1B6

📌 Small Commercial Account Manager (Fredericton or Moncton, NB)
🏢 Wilson Insurance
📍 Fredericton