As a Commercial Lines Account Manager at Waypoint, you’ll play a pivotal role in our team, leveraging
your solid understanding of commercial lines products and exceptional customer service skills. Your
approach is centered around creating positive customer experiences through a client-centric
philosophy, placing the client at the heart of every decision. Your ability to manage a moderate to high
workload while maintaining a customer-focused mindset will drive your success. You’re eager to take
on new challenges and thrive in a collaborative team environment, armed with excellent interpersonal
skills.

• Collaborate with Account Executives, Commercial Technical Assistants, and fellow Account
  Managers to ensure seamless teamwork.
• Organize weekly meetings with Account Executives and/or Commercial Technical Assistants as
  needed.
• Review renewal lists to ensure timely completion of pre-renewals.
• Handle pre-renewals, auto renewals, and remarketing efforts, coordinating with Account
  Executives and Commercial Technical Assistants for effective renewal strategies.
• Provide expert insurance advice and recommend suitable coverage options.
• Maintain updated knowledge of company risk appetite.
• Stay informed about binding authorities, including rating, and collaborate with Commercial
  Technical Assistants to issue policies.
• Prepare pre-renewals, process new applications, and issue certificates (with Commercial Technical
  Assistants’ support for certificates).
• Create comprehensive market submissions, with guidance from Account Executives.
• Collaborate with underwriting to negotiate rating, terms, and conditions for new business and
  renewals.
• Keep EPIC organized and up to date with relevant correspondence.
• Serve as an Account Executive for smaller accounts.
• Cultivate strong relationships and correspond with commercial insurance underwriters.
• Attend industry and broker functions to enhance networking and industry awareness.
• Provide support to Commercial Technical Assistants and Account Executives as required.
• Assist with formatting client documents, including letters, proposals, and emails.
• Generate monthly reports on team new business sales and targets.
• Handle claim submissions and follow-up processes.
• Assist Account Executives in maintaining customer relations and contacts.
• Collaborate with other departments and functions as necessary.
• Ensure consistent adherence to deadlines.
• Oversee team sales targets, reporting on progress, results, and opportunities.

• Level 2 BC Insurance License
• Possess refined interpersonal and communication skills, allowing you to build strong relationships
  with clients and colleagues, driven by your commitment to delivering exceptional experiences.
• Demonstrate excellent written and verbal communication skills, ensuring interactions are clear and
  concise.
• Exhibit proficiency in working within a team environment and managing diverse tasks.
• Strong organizational skills, attention to detail, and ability to manage workload effectively.
• Prior experience in commercial lines or related fields is an asset.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and
respect human differences and similarities. We value the diversity of people and actively encourage women,
indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender,
and queer (LGBTQ2+) persons to apply.