
Senior Commercial Account Manager
- Calgary, AB
- Permanent
- Temps-plein
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- ‘Dress for your day’, dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers and more!
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
- Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024
- Provide assistance to the Commercial Insurance Account Executives
- Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
- Receive and process all incoming Commercial paperwork
- Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
- Maintain spreadsheets and tracking of data for commercial accounts
- Review existing coverage and update customer file information
- Process of endorsements, invoices, and follow up on payments
- Process Surety Bonds
- Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
- Source and obtain additional information requested by the underwriter and complete applications
- Assist with quotes to customers and writing new business as needed
- High School and/or Post-Secondary Education
- Minimum 3 years Commercial Insurance experience;
- Experience with Transportation and large fleets, serving large and mid-market commercial accounts would be an asset;
- Level 2 General Insurance License or willingly to obtain
- CIP, CRM or FCIP or working towards is an asset;
- Prior managerial experience is an asset;
- Intermediate to advanced Excel skills
- Exposure to EPIC is an asset;
- Exposure to Policy Works is an asset;
- Strong customer focus;
- Previous sales experience is an asset;
- Demonstrated ability to handle multiple priorities successfully;
- Strong analytical and organizational skills;
- Excellent verbal and written communication skills.