Account Manager-insurance

3 weeks ago


Calgary, Canada MOMforce Inc Full time

Works closely with Account Executives on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures
- Responsible to delegate, develop, and coach the Account Assistant’s work to ensure timelines are being met and to review accuracy of documentation
- Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Ensure EPIC workflows are followed including maintaining and updating custom forms
- Ensure accurate and timely servicing and billing of accounts
- Actively develop an increased knowledge of related insurance products and client needs
- Participate in training and professional development courses to enhance skills and industry knowledge

**Salary**: $70,000.00-$100,000.00 per year

**Benefits**:

- RRSP match

Schedule:

- 8 hour shift

Ability to commute/relocate:

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

**Experience**:

- Insurance sales: 5 years (required)

Work Location: Hybrid remote in Calgary, AB



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