
Commercial Account Manager
- Nelson, BC
- $50,000-60,000 per year
- Permanent
- Full-time
- Provide exceptional client care as primary client service contact
- Respond to client requests directly (or indirectly from the Senior Account Manager/Account Executive and/or Marketer), compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate
- Participate in formal account reviews; assisting in account rounding and working diligently to provide value-added services for clients
- Prepare submissions in Policy Works and EPIC
- Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards
- Assist Account Teams with various administrative function
- Review and prioritize all assigned tasks on a daily basis including, company mail, emails, abeyances/activities
- Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
- Manage the Marketing of accounts to include new, renewal, and midterm changes
- Collect data from the client, create an expert submission to be presented, negotiate suitable rates and coverages with company underwriters, present account executives with best programs, and bind coverage.
- Provide training and guidance to new Insurance Advisors on the team
- Other responsibilities as needed
- Self-motivated
- Strong sense of urgency
- Ability to provide measurable deliverables to Account Managers and clients
- Up to ten years of commercial experience as an Insurance Advisor
- Level 2 insurance license
- Good communication, problem solving and critical thinking skills
- Pro-active and a self-starter
- Commercial bonding experience is required
- Experience with marketing and assisting with client contacts on accounts within the book of business
- Confident to work independently without supervision
- Superior client service, presentation and interpersonal skills
- A keen attention to detail
- Solutions oriented and a critical thinker
- Work well in a fast paced, client-focused environment
- Motivated to contribute within a team environment
- Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!
- We work hard and play hard! Get ready for our Staff Holiday Parties!!
- Paid day off for your birthday – we want to celebrate you!
- Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities
- Room to grow within the organization
- Lots of company perks, benefits, RRSP matching and great compensation
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.