Account Manager, Commercial Lines presso Wilson M. Beck Insurance Services Inc.

We are currently looking for an Account Manager to join our team in our Burnaby office.  You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a highly paced environment. 

Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction focused brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. Since 1981 we have grown to employ over 300 people in 12 geographic locations: Vancouver Specialty, Burnaby, Surrey, Fraser Valley, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Calgary, Hanna, Global Risks, Ontario, & Ontario Specialty.

When you join the Wilson M. Beck family you collaborate with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You Will Do:

• You will play a key role in supporting several teams with account management responsibilities across a diverse range of accounts.
  • You aim for maximum retention of the existing book by providing exceptional client service. 
  • You will organize and attend internal renewal strategy meetings and aim to work on renewals 90 days prior to expiry.
  • You will attend external client meetings as required. 
  • You will respond promptly to client emails and telephone calls and document all correspondence appropriately in EPIC.
  • You will ensure that all client services documents are prepared and in a timely fashion (i.e., Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions); • 
  • You will maintain monthly expiry lists including following up on project expiries. 
  • You will monitor abeyances for outstanding information. 
  • You will update spreadsheets such as Statement of Values and Contractors Equipment. 
  • You correspond and send documents to clients (using company templates). 
  • You will be the liaison with marketing on placements, renewals, and midterm policy changes. 
  • You will manage the complete brokering process on small mid-size policies within the book. 
  • You will review leases, contract documents, and provide coverage advice to clients. 
  • You will provide bid-costing for clients prior to tender closings and recommend coverage. 
  • You will ensure that all certificate requests are completed correctly and in a timely fashion. 
  • You will review policy documents and/or quotes and identify coverage gaps and cross sell other lines of business when needed.
  • You will recommend additional coverage to clients (using coverage checklist). 
  • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently.
  • Other miscellaneous duties and responsibilities as needed.

The Marketing responsibilities in your new role include and are not limited to: 

• You will play a key role in supporting several teams by managing placement responsibilities across a diverse range of accounts.
  • You will ensure that all Premium finance contracts are quoted/issued as requested by the Client. 
  • You will follow up with the Producer and work with Clients on accounts receivables. 
  • You will follow corporate policies and procedures. 
  • You will continue to maintain education credits for licensing. 
  • Other miscellaneous duties and special projects as required. 
  • You will be the liaison with Producers and their Account Managers to discuss client needs and make recommendations regarding terms and conditions obtained. 
  • You will assist with developing innovative marketing processes for tough placement risks. 
  • You will provide on-going servicing as required, negotiating mid-term changes with Insurers. 
  • You will follow policies and procedures, including security and quality procedures, as currently set out and as amended from time to time. 
  • You will be current on new products, insurance council regulations, coverage, and market trends by attending seminars and reading relevant written material. 
  • You will follow up with documentation from insurers. 
  • You will function as the primary technical support to staff for policy coverage review and company underwriting information needs. 
  • You will attend Insurer and Industry functions. 
  • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently.
  • Other miscellaneous duties and responsibilities as needed. 

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• 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

COMPENSATION

• The expected salary range for this position is $90,000 to $105,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated office
• On-site gym
• Yoga/meditation room
• We are firm believers in the health and wellness of our staff and provide on-site resources and services to encourage and support this.