POSITION OVERVIEWThe Account Manager, Commercial Insurance plays a pivotal role within our Commercial Department. This role has a solid understanding of Commercial Insurance products and exceptional customer service skills to create positive client experiences. Within this role there is a client-centric philosophy that has the client at the heart of every decision. The Account Manager, Commercial Insurance role produces high quality, detailed work based on established standards, guidelines and procedures while managing a moderate to high workload all while maintaining a customer-focused mindset. The Account Manager, Commercial Insurance collaborates with the entire Commercial Department to ensure high quality Insurance products.RESPONSIBILITIES:Renewal ManagementReview renewal lists to ensure timely completion of pre-renewals.Handle pre-renewals, auto renewals, and remarketing efforts, coordinating with Account Executives and Commercial Technical Administrators for effective renewal strategies.Policy ManagementPrepare pre-renewals, process new applications, and issue certificates with support from Commercial Technical Administrators. Create comprehensive market submissions with guidance from Account Executives.Collaborate with underwriting to negotiate rating, terms, and conditions for new business and renewals.Client Advisory & Relationship Management Provide expert insurance advice and recommend suitable coverage options.Maintain updated knowledge of company risk appetite and binding authorities.Cultivate strong relationships and correspond with commercial insurance underwriters.Attend industry and broker functions to enhance networking and industry awareness.Handle claim submissions and follow-up processes.Assist Account Executives in maintaining customer relations and contacts.Administration & Deadline Management Collaborate with Account Executives, Commercial Technical Administrators, and fellow Account Managers to ensure seamless teamwork.Organize weekly meetings with Account Executives and/or Commercial Technical Administrators, as needed.Collaborate with other departments and functions as necessary.Ensure consistent adherence to deadlines.Oversee team sales targets, reporting on progress, results, and opportunities.Keep EPIC organized and up to date with relevant correspondence.Serve as an Account Executive for smaller accounts.Provide support to Commercial Technical Administrators and Account Executives as required.Assist with formatting client documents, including letters, proposals, and emails.Generate monthly reports on team new business sales and targets.Additional duties and responsibilities may be added during the course of employment.REQUIREMENTS:Level 2 BC Insurance License.Refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by a commitment to delivering exceptional experiences.Excellent written and verbal communication skills, ensuring interactions are clear and concise.Proficient in working within a team environment and managing diverse tasks.Strong organizational skills, attention to detail, and ability to manage workload effectively.Prior experience in Commercial Insurance or related fields is an asset.Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.
Job Title
Account Manager, Commercial Insurance