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Commercial Account Manager – Kelowna

Kelowna, BC
  • Nombre de poste(s) à combler : 1

  • À discuter
  • Date d'entrée en fonction : 1 poste à combler dès que possible

Join this dynamic team based in Kelowna! We're seeking a Senior Account Manager for our client's Commercial Lines division, offering a competitive salary of $80K to 95K, with potential for more based on qualifications. This position offers hybrid flexibility, allowing for up to two remote workdays weekly after gaining familiarity with the industry and responsibilities.

As a Senior Account Manager, you'll collaborate closely with Account Managers, Producers, and Marketers, focusing on client accounts primarily within the construction and contracting sectors. Your role is pivotal in ensuring exceptional client service, retention, and efficient management of accounts.

Responsibilities:

  • Organize and participate in internal renewal strategy meetings
  • Attend external client meetings as needed
  • Provide prompt responses to client communications
  • Prepare client service documents accurately and in a timely manner
  • Maintain expiry lists and follow up on expiries
  • Monitor outstanding information and update relevant spreadsheets
  • Liaise with marketing on placements, renewals, and policy changes
  • Handle brokering process for small to mid-size policies
  • Review leases and contract documents, offering coverage advice
  • Provide bid-costing for clients and recommend coverage
  • Ensure timely completion of certificate requests and premium finance contracts
  • Follow corporate policies and procedures
  • Maintain education credits for licensing
  • Undertake miscellaneous duties and special projects as needed

Requirements:

  • 5+ years of experience in Commercial Lines roles; construction experience preferred
  • Level 2 insurance License required; additional designations (CAIB, CIP, FCIP, CRM) considered assets
  • Strong organizational skills with keen attention to detail
  • Excellent negotiation skills
  • Proficiency in Microsoft Office; EPIC experience a plus
  • Professional demeanor with strong communication skills
  • Team player with a proactive approach to work

Benefits:

  • Competitive salary and comprehensive benefits package
  • Supportive team environment with opportunities for professional development
  • Work/life balance and flexible scheduling
  • On-site resources and services to promote health and wellness, including personal trainer consulting
  • If you're ready to take your career to the next level in a supportive and collaborative environment, apply now to join our client's team!

HOW TO APPLY

Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at 604 689 8687 ext. 205 or email dbyrne@impactrecruitment.ca. To learn more about our open positions, visit us at impactrecruitment.ca.

ABOUT IMPACT RECRUITMENT

Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate® system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate® and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca.

Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.

IMP07


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