Commercial Insurance Service Associate

2 weeks ago

Calgary, Canada Federated Insurance Full time

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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