Sr. Commercial Account Manager
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, 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 industry, and more.
We Care. We Help.
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
- Minimum of 5 years of Commercial Lines experience; construction experience is an asset.
- Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation 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 Offer
- Competitive salary and benefits programs.
- Professional development training/courses.
- Collaborative work environment.
- Complimentary parking.
- Positive and supportive setting, that encourages the health and wellness of our team.
- Advancement opportunities.
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 industry, and more. We Care. We Help.ResponsibilitiesMaintaining 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 AreMinimum of 5 years of Commercial Lines experience; construction experience is an asset.Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation 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.Professional development training/courses.Collaborative work environment.Complimentary parking.Positive and supportive setting, that encourages the health and wellness of our team.Advancement opportunities.
Sr. Commercial Account Manager
Job 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 industry, and more. We Care. We Help.
ResponsibilitiesMaintaining 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 AreMinimum of 5 years of Commercial Lines experience; construction experience is an asset.Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation 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.Professional development training/courses.Collaborative work environment.Complimentary parking.Positive and supportive setting, that encourages the health and wellness of our team.Advancement opportunities.
Job DescriptionSr. Commercial Account Manager
Job 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 industry, and more. We Care. We Help.
ResponsibilitiesMaintaining 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 AreMinimum of 5 years of Commercial Lines experience; construction experience is an asset.Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation 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.Professional development training/courses.Collaborative work environment.Complimentary parking.Positive and supportive setting, that encourages the health and wellness of our team.Advancement opportunities.
