Insurance Account Manager - Level 2


Location: Kelowna, BC

Position Status: CLOSED

Salary: $60,000 to $80,000 per year

Our client is currently looking for a Commercial Account Manager to join their team in their Kelowna office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment.

Responsibilities:

  • You will maintain maximum retention of the existing book of business by providing exceptional client service.

  • You will be organizing and attending internal renewal strategy meetings.

  • You will attend external client meetings as required.

  • You will respond promptly to client emails and telephone calls.

  • You will prepare all client services documents (i.e., Renewal Summaries, Proposals, 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 will write correspondence 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 leases, contract documents, and provide coverage advice to clients.

  • You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.

  • You will complete certificate requests.

  • You will recommend additional coverage to clients (using coverage checklist).

  • You will quote and issue premium finance contracts as requested.

  • You will follow up on accounts receivable.

  • You will follow corporate policies and procedures.

  • You will maintain continuing education credits for licensing.

  • Other miscellaneous duties and special projects as required.

Requirements:

  • You have a Level 2 Insurance License.

  • You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.

  • 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

COMPENSATION

  • The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.

  • Company Benefits program

What We Offer:

  • Competitive salary and benefits programs.

  • Professional development training/courses.

  • A great collaborative work environment.

  • A newly renovated kitchen

  • On-site gym

  • Yoga/meditation room

  • We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

To apply, please email resume to kristie@kanrecruitment.com

We thank all applicants for their interest however only those who are being considered will be contacted.

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