Publié hier
Sr. Account Manager, Commercial Lines
@ Wilson M. Beck Insurance Alberta
Calgary, Alberta
En bref
Wilson M. Beck Insurance Alberta is hiring a Senior Account Manager for its Calgary office to handle commercial lines clients. The role centres on client retention, renewals, placements and coverage advice across construction, hospitality, real estate and energy accounts. The posting states a full-time role requiring a Level 2 Insurance License and at least 5 years of commercial insurance experience.
Responsabilités :
- Maintain client retention through exceptional service and renewals
- Prepare proposals, renewal summaries and underwriting submissions
- Advise clients on lease and contract coverage and recommend additional coverage
- Provide bid costing before tender closings
- Manage expiries, abeyances, certificate requests and receivables
Résumé des exigences :
- Level 2 Insurance License
- Minimum 5 years commercial insurance experience
- Construction insurance knowledge (Builders Risk, Wrap-Up, CCDC)
- CAIB, CIP, FCIP or CRM designation an asset
- Intermediate Microsoft Office and Applied Epic skills
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-11-09
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Expérience | 5 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : minimes |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Level 2 Insurance License |
| Formation | Collégial (DEC) (préféré), Baccalauréat (préféré) |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Wilson M. Beck Insurance Alberta
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 3 |
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, 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.
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
Journal
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