Commercial Insurance Service Associate
7 months ago
The primary focus of this role is to support the Sales team with support duties within an assigned territory. The role will be integral to the Plan 3 team success and contribute to the overall Sales success for Federated. A superb opportunity to take on a multi-faceted role with liaisons externally to our Federated client base as well as to key internal stakeholders.
**Responsibilities**:
**Territory Client Service**
- Responsible for completing Annual Client Reviews assigned to them (the Plan 3 Team) in the manner determined by the company and according to “On-Time” company service standards.
- Completes and ensures that all policy adjustment requests are processed.
- Reviews policy/coverages with insureds to ensure they have a full understanding of their policies.
- Provides counsel to clients and documents on areas where coverage deficiencies exist.
- Responsible for the delivery of assigned client Renewals, as assigned.
- Handles all service work related to coverages, additions, deletions, renewals, adjustments and modifications in a timely and efficient manner.
- Works closely with our Underwriting department to make sure all necessary renewal documents are completed and received.
- Resolves all policyholder questions and requests in a friendly and professional manner.
- Strives to retain clients at a rate acceptable to the Company.
**Commercial Insurance Specialist (CIS) Support**
- Supports CIS in the delivery of Federated Risk Services material and services as assigned and prescribed by the company.
- Where appropriate supports CIS in the administrative duties of the CIS role.
- Supports the CIS in the creation/development of a plan to address substandard business, striving to achieve an acceptable loss ratio in the territory.
- Provides sales support as assigned and can be involved in some prospecting and presenting of new business opportunities.
**Territory Administration and Service Standards**
- Provides superior customer service related to Federated’s products and services.
- Ensures the following administrative or service responsibilities meet the standards set out in the CIS manual:
- Completion of annual client reviews - “On-Time” completion
- Company service requests
- Maintains well-documented files in good order.
- Internal and external correspondence is handled professionally and promptly.
**Teamwork and Communication**
- Develops and maintains outstanding working relationships with the designated Plan III CIS and CSA, while reporting to the DSM.
- Identifies and informs the CIS and CSA where potential cross sell opportunities exist.
- Develops and maintains professional working relationships with all employees of Federated, its clients and prospects.
- Where appropriate participates in and supports all Marketing and Association programs and launches.
- Participates in Association functions as deemed appropriate by the DSM/CIS.
**Personal and Professional Development**
- Demonstrates an above average level of leadership, professionalism and personal integrity.
- Actively participates in industry and sales training as prescribed by the company.
- Obtains the appropriate license(s) within the time frames published by the licensing body in the SSA’s respective province.
- Obtains the mandatory continuing education credit hours required to renew all licenses held by the SSA during the current license period.
- Utilizes Federated’s current product and skills training materials to enhance self
- development and product knowledge.
**Qualifications**:
- Meets the personal qualification standards set for provincial insurance licensing.
- Previous sales/customer service experience or experience in an equivalent position dealing with interpersonal relationships.
- Post-secondary education or equivalent work experience.
- Excellent comprehension and oral communication skills.
- Demonstrated organizational ability and mathematical aptitude.
- Strong interpersonal skills.
- Working knowledge and ability to navigate computers and relevant software and programs.
**Salary**: $31,765.17-$110,216.50 per year
**Benefits**:
- Company events
- Company pension
- Dental care
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
- Work from home
Schedule:
- Monday to Friday
Ability to Commute:
- Calgary, AB T3K 2L2 (required)
Ability to Relocate:
- Calgary, AB T3K 2L2: Relocate before starting work (required)
Work Location: Hybrid remote in Calgary, AB T3K 2L2
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