Personal Insurance Account Manager

Found in: beBee S CA - 1 week ago

Edmonton, Canada First Foundation Full time

This is a remote position.

Job Summary & Responsibilities

Are you the kind of person that really cares about people? Do you take pride in being involved in one of the most important decisions of your customer's lives - protecting themselves, their loved ones, and their assets with proper insurance coverage? Do you recognize the uniqueness of each client's situation and work hard to deliver a level of service that you can be proud of?


You get it. For you it's not a choice, it's simply who YOU are.


To you, remarkable customer service is about providing peace of mind by educating customers to understand your professional advice and suggestions. On the flip side, you understand that not everyone eats, sleeps, and breathes insurance and that most people are just trying to get last minute insurance for their new vehicle, save some money on their household budget, or check task off their list. You never stop trying to make these people smile. Again, it's who YOU are.


Our insurance team is looking for people like YOU. Not people who are tired of their job, who are grumpy, who don't like people, who can't mean deadlines, who are kind of shady, who make lots of mistakes or are stuck in their ways. We want people whose values reflect our own - a brand and reputation First Foundation is proud of. Bonus if you like cupcakes too


Opportunity to work from Edmonton, Calgary, or remotely for the right candidate.

RequirementsMore About You

  • You have a post-secondary degree or diploma.

  • You have a strong interest in the insurance industry.

  • You posses a Level I or Level II General Insurance License, or a strong motivation to obtain one.

  • You are naturally inclined to take initiative independently; you are resourceful and like staying up-to-date.

  • You demonstrate an “other-focused” approach to people.

  • You possess better-than-average computer skills - your typing skills up there with the best of them

  • You can communicate effectively, both verbally and in writing.

  • You are detail oriented, organized, and able to multi-task. You understand the significance of these skills.

  • You can work at a quick pace under pressure; possess time management skills.

  • You like people and are willing to serve them with a smile, even when conflict arises.

  • Assets include experience with Keal / Vertafore's BMS, Applied Rating Services, (Compuquote), and insurance company portals

More About the Role

  • Sales and service. Attracting new clients and taking great care of the ones we already have.

  • Responding to client inquiries regarding insurance coverage, billing issues, claims, and certificates of insurance

  • Providing quotations for potential policy changes

  • Re-evaluating appropriate personal insurance coverages on existing lines of business

  • Processing renewals to ensure retention of existing client relationships

  • Entering and maintaining client information in the broker management system (Vertafore Sig)

  • Processing policy changes on insurance company portals

  • Provide support to sales staff as needed

  • Cross-selling other First Foundation services to clients

  • Answering and directing calls and emails to employees of the brokerage



BenefitsMore About Us

  • What Keeps Us Going? Our Mission: OWN. GROW. PROTECT.

  • How We Do It: Our Values: Leadership. Honesty. Consistency. Choice. Commitment.

  • We're locally owned and operated - Independent Brokerage. Modern Office.

  • Full suite of financial products and services: Mortgages. Financial. Insurance. One Stop Shop.

  • Strong online and offline reputation with the Awards and Testimonials to back it up

  • Competitive compensation packages which include:

  • Competitive base salary, plus commercial commissions

  • Excellent Health & Dental benefit packages, including Health & Wellness Spending Accounts and Group Employee Mortgage benefits

  • Flex Time, in addition to Competitive Vacation packages

  • Company-wide Employee Discounts

  • Referral and Cross-Referral Bonuses and Commissions

  • Continuing Education Reimbursement



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