Posted yesterday
Commercial Account Executive
@ Wilson M. Beck Insurance Alberta
Calgary, Alberta
Requirements summary:
- This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment.
- • Attend external client meetings as required;
- • Liaise with placement team (as required) on placements, renewals and midterm policy changes;
- • Other miscellaneous duties and special projects as required
- • You have a Level 2 Insurance License.
- • You have a minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Wilson M. Beck Insurance Alberta
| Field | Value |
|---|---|
| Open jobs on Jobsy | 3 |
Job Overview
We are currently looking for a Commercial Account Executive 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. The portfolio has significant commission income focusing on various segments of the construction, hospitality, real estate and oil and gas/energy industry, and more.
Responsibilities
• Maintain maximum retention of an existing book of business by providing exceptional client service;
• Attend external client meetings as required;
• Respond promptly to client emails and telephone calls;
• Prepare all client services documents together with the support team
(i.e. Renewal Summaries, Proposals, Underwriting Submissions);
• Maintain monthly expiry lists including following up on project expiries;
• Monitor abeyances for outstanding information;
• Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
• Write correspondence and send documents to clients (using company templates);
• Liaise with placement team (as required) on placements, renewals and midterm policy changes;
• Handle complete broking process on small mid-size policies within the book;
• Review leases and contract documents and provide coverage advice to clients;
• Provide bid costing for clients prior to tender closings and recommend appropriate coverage;
• Complete certificate requests in conjunction with the support team;
• Recommend additional coverage to clients (using coverage checklist);
• Quote and issue premium finance contracts as requested;
• Attend internal renewal strategy meetings;
• Proactively manage account receivables;
• Adhere to corporate policies and procedures;
• Maintain continuing education credits for licensing;
• Other miscellaneous duties and special projects as required
Who You Are
• You have a Level 2 Insurance License.
• You have a minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail;
• You have excellent verbal and written communication skills;
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
• You have a friendly professional demeanor with a good sense of business acumen;
• You have a natural ability to thrive in a team environment and work well with others;
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history
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