Job Description

Pathfind has partnered with an innovative and reputable insurance brokerage, looking to fill their Commercial Account Manager position in their Calgary and Grande Prairie locations. As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your primary role will be to perform the renewal of the assigned customers (Book of Business) and provide mentorship to the rest of the team.

Specific Responsibilities:

  • Prepare pre-renewal letters, polices, endorsements, customer record books, bonds, certificates, cover notes and cancellation requests.
  • Oversee the preparation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests and certificates.
  • Market, rate a...

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