Personal Lines Insurance Broker

5 months ago

Calgary, Canada Excel & Y Insurance Services Ltd. Full time

**About Excel & Y, Lundgren & Young Insurance**

**Who are you?**

You believe in a customer focused company with a passion helping others through building relationships and understand the value of client retention. You are an energetic leader, focused on relationships with a drive for results. You want to be constantly listening to customers and continuously enhance and personalize the customer experience. You are curious, collaborative, and take ownership. You thrive in a fast-paced environment, take initiative and are a self-starter.

**What will you do?**

Excel & Y, Lundgren & Young is looking for a Personal Lines House Account Broker who is a bright, talented, customer service minded professional who has a passion for the insurance industry and wants to work in an energetic, positive environment while providing exceptional service to customers first and foremost. This role is expected to represent Excel & Y Insurance by promoting and maintaining strong employee morale and the culture, setting high expectations for performance and adhere to company values.

**Responsibilities**
- Adhere to and practice Lundgren & Young corporate policies and procedures.
- Uphold and exemplify Lundgren & Young values.
- Follow Best Practices to achieve operational excellence.
- Build close working relationships with peers.
- Be a trusted advisor, offer advice on all areas of personal lines insurance including home, auto, umbrella, recreational vehicles, travel, etc.
- Ensure retention goals are met by delivering exceptional customer service.
- Maintain accurate and thorough documentation of all client communications.
- Collaborate with Sales Manager to develop and execute branch and individual goals.
- Participate in continuing education programs, in-house training and courses on both insurance and sales.

**Required Qualifications**
- Level 1 or 2 General Insurance Broker License (AIC).
- Minimum 1 - 3 years of experience in personal lines insurance.
- Experience with Office 365.
- Exceptional customer services skills.
- Strong written and verbal communications, with high attention to accuracy and detail.
- Ability to work independently yet thrive as a part of a team environment.
- Proven negotiation and relationship building skills.
- Experience in Power Broker.
- Applied Rating Systems.
- Level 2 General Insurance License.
- Working towards CAIB or CIP Designations.

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

**Schedule**: Monday to Friday

**Company Benefits**
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Health Spending Account
- Health & wellness programs
- Education program
- Paid time off
- Personal days
- Sick days
- Paid Birthday off
- Company events
- On-site parking
- Dog friendly workplace

Excel & Y, Lundgren & Young Insurance Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Calgary, AB: reliably commute or plan to relocate before starting work (required)

**Experience**:

- personal lines insurance: 2 years (required)

Licence/Certification:

- Level 1 or 2 General Insurance Broker License (AIC). (required)

Work Location: Hybrid remote in Calgary, AB

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