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Commercial Insurance Account Manager

2 months ago

Lethbridge, Alberta, Canada BrokerLink Full time

About BrokerLink

At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment.

Our Culture

We're looking for like-minded individuals who share our passion for delivering exceptional customer service and carrying themselves with professionalism. We invest in our employees' success, and our purpose of 'helping people' motivates us to attract and retain top talent.

Opportunities for Growth

We offer a dynamic work environment with countless opportunities to grow and develop your skills. Our flexible work arrangements and over 200 offices across Canada make us an attractive employer.

The Role

We're seeking a Commercial Insurance Account Manager II to join our team in Lethbridge, AB on a permanent full-time basis. As part of our employee promise, you'll enjoy a range of benefits, including:

  • Flexible health and dental insurance benefits package
  • Personal spending amount for a healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with company matching
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
  • 'Dress for your day' dress code
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers, and more
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
  • Working for an employer recognized as one of Canada's best employers

Key Responsibilities

As a Commercial Insurance Account Manager II, you'll:

  • Provide assistance to the Commercial Insurance Account Executive
  • Provide customers with prompt service by offering advice, helping customers understand insurance, and discussing customer concerns
  • Receive and process all incoming Commercial paperwork
  • Assist with quotes to customers, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, and follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements

The successful candidate will have:

  • High School and/or Post-Secondary Education
  • 2–5-year experience in an office environment
  • Commercial Insurance experience an asset
  • Level 2 General Insurance License or willing to obtain
  • Exposure to Epic is an asset
  • Previous sales experience is an asset
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills