Commercial Insurance Account Manager


Commercial Insurance Account Manager Calgary, AB

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379.

Fantastic Opportunity for a Commercial Insurance Account Manager, Southwest Calgary

The Opportunity

Our client, a premier insurance brokerage with exceptional access to diverse markets; has an immediate opportunity for a Commercial Insurance Account Manager. Based out of their beautiful Southwest Calgary office, the selected Account Manager will have join an established team supporting a mixed book of business and play a key role in the companies’ aggressive growth plans. If you’re highly organized, proactive, communicative, client focused, customer service oriented and interested in joining a high performing team, then this may be the perfect opportunity for you! Our client offers a competitive salary, growth opportunities, diverse work team, flexible work hours, work from home options, an industry leading training program, along with a top tier vacation and flex day program.

Key Account Responsibilities and Functions

  • Provide customer updates
  • Prepare and provide marketing and renewal presentations
  • Cross-sell / up-sell additional products and services
  • Liaise with Client Relations department on any problem or potential problem accounts, including any bad debt accounts
  • Supervise, mentor and provide training to Commercial Service Associates
  • Attend team meetings and client functions as required
  • Complete and review coverage checklists on annual basis
  • Build strong and positive relationships with assigned underwriters
  • Respond to client inquiries in a timely manner
  • Assist Sales Team in the collection of deposits, premiums, and finance deposits
  • Assist Sales Team in the collection of outstanding underwriting requests
  • Maintain and update an organized data/filing systems
  • Prepare client account reconciliations
  • Provide clear and effective communication to ensure timely processing of all transactions
  • Adhere to company policies
  • Other duties as assigned

Required Skills and Qualifications

  • Level 2 Insurance License
  • CIP, CAIB, or working toward designation
  • High School diploma preferred
  • A minimum of 4-7 years commercial insurance experience
  • A minimum of 2-4 years customer service experience
  • Previous experience using Epic, MS Suite
  • Previous experience using ISNet World would be an asset
  • Exceptional customer service acumen
  • Clear and effective written and oral communication
  • Previous experience working with sales agents and underwriters

Please quote Job Reference #35640

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 45 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from



Tagged as: Commercial Insurance Account Manager