Step into the role of Commercial Account Manager based in Kelowna. Engage in building strong relationships and managing insurance renewals across a diverse commercial portfolio.
This role is designed for a proactive commercial insurance specialist who excels in a collaborative team setting. You will ensure excellent client service and assist in crafting custom coverage solutions. Strong multitasking abilities and an organized demeanor are essential for success.
Key Responsibilities: • Maintain client retention through excellent service • Work with producers to determine coverage options • Conduct renewal strategy sessions and attend client meetings • Draft service documents and track communications • Manage updates for insurance documentation
Requirements: • Level 2 Insurance License required • 3 to 5 years of experience in Commercial Lines • Exceptional attention to detail and organizational skills<...