Commercial Lines Insurance Account Manager Kelowna

Commercial Lines Insurance Account Manager Kelowna

01 Nov
|
Waypoint
|
Kelowna

01 Nov

Waypoint

Kelowna

Support Navacord commercial clients through renewals, endorsements, and certificates, using robust organization and communication. Help deliver accurate insurance documentation.

As a Commercial Lines Insurance Account Manager, you support the Risk Advisor with client service and account administration. You review renewal lists, follow up on required documents, and check insurer policy documents for accuracy. The position also supports coverage reviews and client service planning.

Key Responsibilities:
Review renewal lists and complete renewals under guidance
Follow up on outstanding renewal documentation and actions
Issue accurate policy changes, endorsements, certificates, and documents
Review insurer policies and endorsements for accuracy
Support client service plans and retention strategies

Requirements:
Level 2 BC Insurance License
Five or more years of commercial insurance account management
Refined interpersonal skills for client and colleague relationships
Ability to manage diverse tasks within a team
Proficiency with Word, Excel, Outlook, and EPIC

Bring renewal coordination, document accuracy, commercial insurance knowledge, and relationship skills to Navacord’s client service team.

📌 Commercial Lines Insurance Account Manager Kelowna
🏢 Waypoint
📍 Kelowna

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