Assistant Account Manager, Surety (Surrey Office)

Job Description

We are currently looking for an Assistant Account Manager to join our Surety team in our Surrey office. In this role, you will collaborate with Account Manager(s)/Producer(s) to assist in the managing of our clients' accounts. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high-paced environment. Wilson M. Beck Insurance Services 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 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario. When you join the Wilson M. Beck family you collaborate with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help. WHAT YOU’LL DO You will manage the renewal cycle and servicing of client accounts. You will understand suretyship to the extent necessary to assist Surety Account Managers. You will analyze documents for surety requirements and risk exposures and obligations. You will analyze and understand bond forms. You will assist in the issuance of bid bonds, performance bonds, payment bonds, license bonds, and other surety bonds. You will obtain familiarity with online surety programs and company websites/portals. You will communicate professionally with others. You will bill all invoices accurately and timely. You will perform various other tasks associated with surety account management. You will demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe, and other programs. WHO YOU ARE You must be able to learn quickly: You can learn new processes and procedures quickly and consistently apply learned knowledge. You adapt: Change is a necessary function of a growing business, and you adapt your work and communication style to best fit new processes, procedures, and business needs. You are precise: Your detail-oriented approach allows you to accurately input and find errors in large bodies of information. You maintain dependability: You come to work prepared, on-time and use work time appropriately. You work proactively: Within the boundaries of your position, you do your best to meet business needs without being asked. You can effectively multi-task: You can manage multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first. You develop customer loyalty: You are aware of and go out of your way to help customers. You promote teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management. You think critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient workaround. You communicate effectively. You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information. Level 1 or 2 Insurance license is an asset, but not a requirement. Office Administration Certificate or Diploma would be an asset. WHAT WE OFFER: Competitive salary and benefits programs Professional development training/courses A great collaborative work environment We are firm believers in the health and wellness of our staff and provide the resources and services to encourage and support this. Work/life balance is encouraged. Onsite gym/yoga COMPENSATION: The expected salary range for this position is $45,000 to $55,000 and will be impacted by factors such as the successful candidate's skills, experience, and the specific position's business line, scope, and level. Company Benefits program We encourage applications from all qualified candidates. #J-18808-Ljbffr