Insurance Level 2 Commercial Account Manager
Location: Kelowna, BC
Position Status: OPEN
Salary: $60,000 - $65,000 per year
Our Kelowna client, a leader in the Insurance industry are are currently seeking a Commercial Account Manager to join their team. In this role, you will collaborate closely with Producers and Marketers to assess client needs and recommend tailored insurance solutions, including optimal placement, terms, and conditions. This position requires a proactive attitude, strong critical thinking skills, and the ability to effectively prioritize in a fast-paced environment.
In this role, you will be responsible for managing and growing an existing book of business by delivering exceptional client service. You could become part of a collaborative, experienced, and passionate team. Where employees are the foundation of the success .
Responsibilities:
You will retain and grow an existing book of business by delivering exceptional client service.
You will organize and participate in internal renewal strategy meetings.
You will attend external client meetings as required.
You will respond to client communications promptly and professionally.
You will draft client correspondence and issue insurance documentation using company templates.
You will manage the complete broking process for small to mid-size policies.
You will complete certificate requests and issue premium finance contracts.
You will recommend additional coverage using company checklists.
You will follow up on outstanding receivables.
You will adhere to all company policies, procedures, and industry best practices.
You will maintain continuing education credits and licensing requirements.
Requirements:
You must hold a Level 2 General Insurance License or be willing to obtain it within 6 months of your start date.
You must possess or are working toward designations such as CAIB, CIP, FCIP,or CRM (considered an asset).
You must have a post-secondary administrative degree - we will provide full training for the right candidate.
You must be highly organized with strong attention to detail and the ability to multitask effectively.
You must have strong verbal and written communication skills.
You must be proficient with Microsoft Office Suite and Applied Epic.
You must be friendly, professional with sound business judgment.
You must thrive in a collaborative team environment.
You must be dependable, punctual, and results driven.
To apply, please send resume to kristie@kanrecruitment.com.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
