Senior Insurance Account Manager
Location: Kamloops, BC
Position Status: CLOSED (hybrid working remotely up to (2) days at home upon completed probation first and knowledge of their industry and office environment.)
Our Kamloops, BC Insurance client is currently looking for a Senior Account Manager to join their Non-Construction Commercial team in their Kamloops office. The ideal candidate will have at least several years of experience in a similar role and have their Insurance License Level 2.
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.
You will monitor abeyances for outstanding information.
You will update spreadsheets such as Statement of Values.
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 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 work with Clients on accounts receivables and follow up with the Producer.
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 10+ 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.
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.
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.
