Account Manager, Commercial Insurance

2 days ago

Edmonton, Canada Rogers McLean Shaw Insurance Brokers Ltd Full time

**ACCOUNT MANAGER, COMMERCIAL INSURANCE**

**LOCATION AND STATUS**
- Edmonton, AB
- Full-time, permanent

**ROLE & RESPONSIBILITIES**
- Respond to customer request directly (or indirectly from the Producer), compiling information and submitting information to appropriate insurance companies
- Participate in account reviews; assist in up-selling of products and services and working attentively to provide value-added services for clients
- Complete proposals, cover notes, customer correspondence, certificates, and invoicing
- Follow up with clients to resolve outstanding matters
- Stay up to date on product knowledge and build relationship with our insurance partners
- Market accounts that includes new, renewal, and midterm changes
- Other duties as required

**QUALIFICATIONS**
- 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- Experience in an insurance brokerage
- Alberta Level 2 License
- CIP or CAIB designation, or working towards is considered an asset

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

**Experience**:

- progressive insurance: 5 years (preferred)

Licence/Certification:

- CIP/CAIB Designation (preferred)
- Alberta Level 2 License (preferred)

Work Location: One location

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