Commercial Insurance Account Manager
Location: Kelowna
Position Status: CLOSED
Our Kelowna, BC Insurance client is currently looking for a Senior Account Manager to join their Commercial Lines team. In this role, you will collaborate directly with Account Manager(s)/Producer (s)/ Marketer(s) to assist in the managing of client’s accounts. This position requires a positive attitude, strong problem-solving skills, and the ability to shift gear in a high paced environment. The portfolio of business focuses on but is not limited to various segments within the construction and contracting industry.
Responsibilities:
You aim for maximum retention of the existing book by providing exceptional client service.
You will organize and attend internal renewal strategy meetings.
You will attend external client meetings as required.
You will respond promptly to client emails and telephone calls.
You will ensure that all client services documents are prepared and in a timely fashion (i.e. Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions).
You will maintain monthly expiry lists including following up on project expiries.
You will monitor abeyances for outstanding information.
You will update spreadsheets such as Statement of Values and Contractors Equipment.
You correspond and send documents to clients (using company templates).
You will be the liaison with marketing on placements, renewals, and midterm policy changes.
You will handle the complete brokering process on small mid-size policies within the book.
You will review of leases and contract documents and providing coverage advice to clients.
You will provide bid-costing for clients prior to tender closings and recommend coverage.
You will ensure that all certificate requests are completed correctly and in a timely fashion.
You will recommend additional coverage to clients (using coverage checklist).
You will ensure that all Premium finance contracts are quoted/issued as requested by the Client.
You will follow up with the Producer and work with Clients on accounts receivables.
You will follow corporate policies and procedures.
You will continue to maintain education credits for licensing.
Other miscellaneous duties and special projects as required.
Requirements:
You have 5 + years of experience in Commercial Lines roles, construction experience is an asset.
You have your Level 2 insurance License, CAIB, CIP, FCIP or CRM designation would be considered an asset.
You are a self-starter, highly organized with exceptional attention to detail.
You are a strong negotiator on behalf of our Clients.
You have excellent verbal and written communication skills.
You have excellent computer skills including Microsoft Office, Outlook, Excel, & EPIC would be an asset.
You have a friendly professional demeanor with a good sense of business acumen.
You thrive working in a team environment and work well with others.
What is offered:
Competitive salary and benefits programs
A Team of Talented and Experienced individuals who offer on the job Training and Support
A Strong Processing Support Team to who provide additional support with paperwork.
Professional development opportunities
Work/life balance.
A great collaborative work environment
We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
Personal Trainer Consulting
To apply, please email resume to kristie@kanrecruitment.com
We thank all applicants in advance, however, only those selected for an interview will be contacted.
