Commercial Account Manager
$65,000–$85,000 year
On-siteVictoria, British Columbia, Canada
Job Summary
Provide exceptional client care as primary client service contact, responding to requests directly or via Senior Account Managers and compiling information to bind coverage. Review and prepare commercial client files, lead marketing efforts for new and renewal accounts, and negotiate suitable rates with underwriters while presenting best programs to account executives. Assist Account Teams with administrative functions, maintain accuracy of electronic files in EPIC and Policy Works, and provide training and guidance to new Insurance Advisors. Manage daily tasks including company mail, emails, and abeyances while prioritizing assigned activities.
Required Qualifications
- 5+ years of commercial experience as an Insurance Advisor
- Level 2 insurance license
- Commercial bonding experience
- 5-7 years of relevant experience
- No Travel Required
Desired Qualifications
- Self-motivated
- Strong sense of urgency
- Ability to provide measurable deliverables to Account Managers and clients
- Good communication, problem solving and critical thinking skills
- Pro-active and a self-starter
- Confident to work independently without supervision
- Superior client service, presentation and interpersonal skills
- A keen attention to detail
- Solutions oriented and a critical thinker
- Work well in a fast paced, client-focused environment
- Motivated to contribute within a team environment
- Experience with marketing and assisting with client contacts on accounts within the book of business
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