Executrade
Insurance – Commercial Account Manager Calgary, AB
Fantastic Opportunity for a Commercial Account Manager in Calgary, AB
Our client is seeking a forward thinking, adaptable, energetic and hungry Commercial Account Manager to join their a high performing team. In this role you’ll be supporting multiple producers and maintaining and servicing a book of business which includes mid market clients. Our client offers a competitive salary, growth opportunities, diverse work team, flexible work hours, an industry leading training program, along with a top tier work culture.
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
- 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 system
- 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
- A minimum of 3 years commercial insurance experience
- Previous experience using Epic & MS Suite
- Exceptional customer service acumen
- Clear and effective written and oral communication
- Previous experience working with sales agents and underwriters
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 http://www.cic.gc.ca
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