Account Manager, Personal Lines
Top Benefits
About the role
Account Manager, Personal Lines
Job Overview
We are currently looking for an Account Manager, Personal Lines to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Stong Customer Service and VIP experience for our client base is a must.
We Care. We Help.
Responsibilities
- You will engage verbally and electronically with our clients to determine their needs, provide expert advice and ensure the best coverage for them;
- Experience with supporting VIP clientele.
- Experience with Auto, Home, boat, recreational, and umbrella policies
- You will develop new business opportunities;
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
- You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
- You will manage and process renewals on a timely basis and maintain high levels of client retention.
- All other duties as required.
Who You Are
- Minimum of 5 years of Personal Lines experience; construction experience is an asset.
- Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation is considered an asset.
- Self-starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines.
- Excellent verbal and written communication skills.
- Intermediate computer skills, including proficiency in Microsoft Office Suite, and/or Applied Epic.
- Friendly professional demeanor with strong business acumen.
- Ability to thrive in a team environment and work well with others.
- Driven to succeed and able to represent our brand in all insurance interactions.
- Excellent organizational skills.
- Comfortable multitasking and prioritizing tasks without guidance.
- Punctual with a strong attendance history.
What We Offer
- Competitive salary and benefits programs.
- Professional development training/courses.
- Collaborative work environment.
- Complimentary parking.
- Positive and supportive setting, that encourages the health and wellness of our team.
About Wilson M. Beck Insurance Alberta
Welcome to our LinkedIn page!
At Wilson M Beck Insurance Alberta, our commitment to Service Excellence is the cornerstone of everything we do. With our motto, We Care. We Help., we drive to provide unparalleled support and guidance to our clients.
As one of the fastest-growing commercial insurance brokerages, we specialize in crafting tailored and robust insurance and bonding solutions to suit your business needs. Recognized as a 5-star brokerage, we take a boutique approach, ensuring exceptional service and expertise in key sectors such as Construction, Hospitality, Real Estate, Oil & Gas, Non-Profit, and medium to large complex risk programs.
Fueling our success is a remarkable team comprising recognized professionals. Their dedication, expertise, and passion for what they do ensure that our clients receive the highest standard of service. Our vibrant team culture fosters innovation and collaboration, enabling us to stay ahead of industry trends and provide proactive solutions.
Discover why businesses trust WMB Alberta to safeguard and support their growth. Explore our page to learn more about our top-notch services and reach out to experience the WMB difference.
WMB Alberta: A Boutique Insurance Brokerage for Your Business. Let’s connect: 403.906.3063 | alberta@wmbeck.com
Account Manager, Personal Lines
Top Benefits
About the role
Account Manager, Personal Lines
Job Overview
We are currently looking for an Account Manager, Personal Lines to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Stong Customer Service and VIP experience for our client base is a must.
We Care. We Help.
Responsibilities
- You will engage verbally and electronically with our clients to determine their needs, provide expert advice and ensure the best coverage for them;
- Experience with supporting VIP clientele.
- Experience with Auto, Home, boat, recreational, and umbrella policies
- You will develop new business opportunities;
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
- You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
- You will manage and process renewals on a timely basis and maintain high levels of client retention.
- All other duties as required.
Who You Are
- Minimum of 5 years of Personal Lines experience; construction experience is an asset.
- Level 2 insurance license; CAIB, CIP, FCIP, or CRM designation is considered an asset.
- Self-starter, highly organized with exceptional attention to detail, and able to manage multiple priorities/deadlines.
- Excellent verbal and written communication skills.
- Intermediate computer skills, including proficiency in Microsoft Office Suite, and/or Applied Epic.
- Friendly professional demeanor with strong business acumen.
- Ability to thrive in a team environment and work well with others.
- Driven to succeed and able to represent our brand in all insurance interactions.
- Excellent organizational skills.
- Comfortable multitasking and prioritizing tasks without guidance.
- Punctual with a strong attendance history.
What We Offer
- Competitive salary and benefits programs.
- Professional development training/courses.
- Collaborative work environment.
- Complimentary parking.
- Positive and supportive setting, that encourages the health and wellness of our team.
About Wilson M. Beck Insurance Alberta
Welcome to our LinkedIn page!
At Wilson M Beck Insurance Alberta, our commitment to Service Excellence is the cornerstone of everything we do. With our motto, We Care. We Help., we drive to provide unparalleled support and guidance to our clients.
As one of the fastest-growing commercial insurance brokerages, we specialize in crafting tailored and robust insurance and bonding solutions to suit your business needs. Recognized as a 5-star brokerage, we take a boutique approach, ensuring exceptional service and expertise in key sectors such as Construction, Hospitality, Real Estate, Oil & Gas, Non-Profit, and medium to large complex risk programs.
Fueling our success is a remarkable team comprising recognized professionals. Their dedication, expertise, and passion for what they do ensure that our clients receive the highest standard of service. Our vibrant team culture fosters innovation and collaboration, enabling us to stay ahead of industry trends and provide proactive solutions.
Discover why businesses trust WMB Alberta to safeguard and support their growth. Explore our page to learn more about our top-notch services and reach out to experience the WMB difference.
WMB Alberta: A Boutique Insurance Brokerage for Your Business. Let’s connect: 403.906.3063 | alberta@wmbeck.com