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
• Strong written and verbal communication
• Abil...