About Beyond Insurance
Beyond Insurance is a fiercely independent, locally owned brokerage with locations across Alberta and British Columbia. We specialize in commercial insurance and risk management for businesses with complex needs. We love complexity, and we take an in-depth approach to make sure our clients are genuinely protected.
We’ve been recognized as one of Canada’s fastest-growing brokerages and have earned awards for community service, diversity, and leadership. But what actually defines us is simpler than that: we build real relationships, we show up for our communities, and our clients work directly with their broker. No call centers. No runaround. Just straightforward support from people who know your file.
We’re growing, and we’re looking for the right person to grow with us.
The Role
We’re hiring an experienced Commercial Account Manager to work alongside two Producers, one based in Red Deer and one in Edmonton, managing a shared book of business across Alberta.
The book includes an established portfolio of mid-market commercial accounts, along with a growing farm and agri-business practice that we are building intentionally. If you have experience in either of those areas, or both, that matters here.
You’ll be the person our clients count on for their day-to-day insurance needs. Renewals, mid-term changes, claims coordination, and coverage questions. On straightforward files, you’ll run the show. On more complex or strategy-level work, you’ll collaborate with the Producer or hand it off entirely. The expectation is that you know the difference and act accordingly.
This role is open to candidates in Red Deer (primarily in-office with flexible work arrangements) or Edmonton (remote position).
What You’ll Actually Be Doing
- Managing client accounts day to day
You’re the first person clients call. You’ll answer their questions, process their requests, and make sure they feel looked after. Over time, these relationships become yours. Clients stay because of how they’re treated, and retention is one of the clearest measures of success in this role.
On straightforward accounts, you handle the full cycle: reach out to the client for updated information, review their current coverage, put together the submission, send it to market, negotiate terms with underwriters, and deliver the renewal. You’ll know when a file needs the Producer’s input and when it doesn’t.
- Processing mid-term changes
Endorsements, additions, deletions, and certificates. The routine work that keeps a book running. You handle these independently and accurately, every time.
Every file you touch gets a real look. That means reading the policy, understanding what’s there, identifying what’s missing, and flagging it. We don’t process paper here. We protect people.
When a client has a claim, you’re their first call. You walk them through reporting, gather the details, and get things moving. On routine claims, you’ll manage the process: following up with adjusters, keeping the client in the loop, and pushing things forward when they stall. When a claim gets complex or gets off track, you bring the Producer in early. You’re not expected to handle those alone, but you are expected to know when it’s time.
- Working with underwriters
You’ll support the Producer in preparing and sending submissions for new business and remarketing. You’ll negotiate pricing and terms directly with underwriters. That means picking up the phone, building relationships, and going to bat for your clients. The Producer is there to back you up on tougher negotiations, but you lead the conversation on standard files.
- Preparing proposals and marketing materials
Compare quotes, summarize the options clearly, and put together proposals the client can understand and make decisions from.
Everything gets documented in Applied EPIC. Files should be complete, accurate, and audit ready. If someone else picks up your file, they should be able to understand exactly what’s been done and why. Billing, receivables, documentation — it all matters, and it all needs to be right.
What Success Looks Like After a Year
Your clients know you by name and trust you with their business. Renewals go out on time. Files are clean. The Producers aren’t chasing details on standard work because you’ve already handled it. Claims get dealt with smoothly, and clients feel supported through the process. Retention is strong because the people on your book feel genuinely cared for. You’ve become someone the team can count on.
What You’ll Need
Non-negotiable:
- 3 to 5 years of commercial lines insurance experience
- Level 2 General Insurance License
- Working proficiency in Applied EPIC
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Strong attention to detail
- Clear communication, both written and verbal
Preferred:
- 7+ years of insurance industry experience
- CAIB, CIP, or CRM designation, or actively working toward one
- Experience with farm or agri-business insurance. This is a growth priority for us and firsthand knowledge here will accelerate your impact.
The kind of person we’re looking for:
You’re curious. You ask questions because you want to understand the why, not just the what. You don’t wait around for someone to tell you what needs doing on routine work. You see it and you handle it. When you say something’s taken care of, it’s taken care of. Clients like working with you because you’re straightforward and you listen. Your team likes working with you because you show up, you pull your weight, and you make the day better, not harder. You care about doing good work, and it shows in your files, your conversations, and how you treat people.
Compensation & Benefits
- Health and dental benefits
- Professional development and growth opportunities, working closely with a high-performing producer
- Competitive salary, opportunities for advancement, and personalized career planning
- Eligibility for the employee ownership program
- 15 days paid vacation and 9 paid personal days per calendar year
Employment Details
- Full-time
- Red Deer, AB (primarily in-office with flexible work arrangements) or Edmonton, AB (remote position)
- Monday to Friday, 9:00 AM to 5:00 PM
- Target start date: June 2026
How to Apply
Send your resume and a cover letter to Rebecca at [email protected]. Tell us about your experience and why you feel you’d be a good fit.
Put “Commercial Account Manager” in the subject line.
Pay: From $80,000.00 per year
Benefits:
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
Work Location: In person
