Commercial Account Manager
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- You have minimum 5 years of experience as a Commercial Account Manager at a brokerage
- Posting language
- English
- Posted
Original job description
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Exciting opportunity for a commercial account manager to become a part of a nationwide insurance brokerage, work on diverse accounts with industry leaders.
Apply directly or reach out for a confidential discussion with MinJae at 236-427-4932 or mpark@impactrecruitment.ca.
Our client is one of the largest independent brokerage in Western Canada. They are known for their dedicated team focused on delivering the best solution for customers, grown to 10 offices and over 200 people. They are currently in search of a Commercial Account Manager to service a book of business with medium to large accounts in various industries.
The Commercial Account Manager will work alongside a Producer, service existing clients and collaborate with administration, underwriters, management and other advisors in the office.
About The Position:
- Act as the primary customer service contact, handling inquiries in person, over the phone, or via email
- Respond to customer requests, either directly or through the Producer, and submit information to appropriate insurance companies
- Participate in account reviews, promote additional products and services, and provide value-added services to clients
- Prepare submissions, applications, proposals, cover notes, customer correspondence, certificates, and invoices
- Stay updated on product knowledge and build relationships with insurance partners
- Market accounts including new, renewal, and midterm changes
Job Requirements:
- Level 2 Alberta insurance license
- You have minimum 5 years of experience as a Commercial Account Manager at a brokerage
- You have a strong knowledge of commercial insurance products, policies, and regulations, and are always looking for creative and innovative solutions
- CAIB, CIP, FCIP, or CRM designation is an asset
Compensation:
- Base salary depending on relevant experience + target bonus
- Full health benefits plan, paid vacation, flex days
- Education support, continuous career development support
- Free parking
- Opportunities for professional growth and advancement within the company
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.
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More about this job
Responsibilities
The Commercial Account Manager at Aplin will handle client inquiries, submit information to insurers, prepare quotes, applications and certificates, take part in account reviews, and market new, renewal and midterm changes for commercial clients.
Requirements
Candidates need a Level 2 Alberta insurance licence and at least 5 years as a commercial account manager at a brokerage, with strong knowledge of commercial insurance products and regulations. A CAIB, CIP, FCIP or CRM designation is an asset.
Skills
- Commercial insurance products
- Insurance policy knowledge
- Insurance regulation
- Client service
- Proposal preparation
- Account marketing
- Renewal management
- Insurer relationship building
- Product knowledge
- Correspondence writing
- Invoicing
- Account reviews
- Cross-selling
- Problem solving
Benefits
- Full health benefits plan
- Paid vacation
- Flex days
- Education support
- Career development support
- Free parking
- Professional growth opportunities
- Target bonus
Categories
- Insurance
- Sales
- Customer Service & Support
- Finance & Accounting
Keywords
- commercial insurance
- account manager
- insurance brokerage
- Alberta insurance licence
- Level 2 Alberta
- CAIB
- CIP
- FCIP
- CRM
- account servicing
- insurance underwriting
- commercial lines
- renewals
- insurance proposals
- certificates of insurance
- Western Canada
- insurance broker
- account reviews
- cross-selling
Seniority
Senior
Perks
- Generous paid time off
- Tuition support
- Performance bonus
- Transit support