Account Manager, Commercial Insurance
6 months ago
**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: In person
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