Senior Account Manager, Commercial Lines

Job Overview

We 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, robust 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 industry, and more.

Responsibilities

- Maintaining maximum retention of existing book by providing exceptional client service;
- Organizing and attending internal renewal strategy meetings;
- Attending external client meetings as required;
- Responding promptly to client emails and telephone calls;
- Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
- Maintaining monthly expiry lists including following up on project expiries;
- Monitoring abeyances for outstanding 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 mid-size policies within the book;
- Reviewing of 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 accounts receivable;
- Following corporate policies and procedures;
- Maintaining continuing education credits for licensing;
- Other miscellaneous duties and special projects as required.

Who You Are

- You have a Level 2 Insurance License.
- You have a minimum of 5 years Commercial insurance experience, preferably with a strong background in Construction, contractors and developers.
- Strong understanding of construction-related insurance requirements, including Builders Risk, Wrap-Up Liability, CCDC contractors and subcontractor insurance requirements.
- CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education.
- You are a self-starter, who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand and your own cohesively and confidentially.
- Excellent organizational Skills
- Comfortable multi-tasking and prioritizing tasks without guidance
- Punctual with strong attendance history

📌 Sr. Account Manager, Commercial Lines (Calgary)
🏢 Wilson M. Beck Insurance Alberta
📍 Calgary