Assistant Account Manager, Commercial Lines

at  WMB Human Resources

We are currently looking for an Assistant Account Manager to join our Commercial team in our Prince George office. In this role, you will collaborate with Account Manager (s)/Producer(s)/ Marketer(s) to assist in the managing of our client’s accounts. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio of business focuses on but is not limited to various segments within the construction and contracting industry.
Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 250 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario. Our strength is our people and their expertise – We Care. We Help.

• You will be maintaining maximum retention of existing book by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will be attending external client meetings as required.
• You will be responding promptly to client emails and telephone calls.
• You will be preparing all client services documents (i.e.). Renewal Summaries, Proposals, Underwriting Submissions).
• You will be maintaining monthly expiry lists including following up on project expiries.
• You will be monitoring abeyances for outstanding information.
• You will be updating spreadsheets such as Statement of Values and Contractors Equipment.
• You will be writing correspondence and sending documents to clients (using company templates).
• You will be liaising with marketing on placements, renewals, and midterm policy changes.
• You will be handling complete broking process on midsize to large policies within the book.
• You will be reviewing of leases and contract documents and providing coverage advice to clients.
• You will be providing bid costing for clients prior to tender closings and recommending appropriate coverage.
• You will be completing certificate requests.
• You will be recommending additional coverage to clients (using coverage checklist).
• You will be quoting and issuing premium finance contracts as requested.
• You will be following up on accounts receivable.
• You will be following corporate policies and procedures (best practices)
• You will be maintaining continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.