Commercial Insurance Account Manager
1 month ago
At BrokerLink, we pride ourselves on living our values: integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment.
Job SummaryWe are seeking a highly motivated and experienced Commercial Account Manager II to join our team at our Lethbridge, AB branch. As a key member of our team, you will be responsible for providing exceptional customer service, handling commercial insurance accounts, and working closely with our Commercial Insurance Account Executive.
Key Responsibilities- 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
- High School and/or Post-Secondary Education
- 2–5-year experience in an office environment
- Commercial Insurance experience is 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
- Flexible health and dental insurance benefits package
- Personal spending amount to invest in your 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 according to your daily schedule
- 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 who is regularly recognized as one of Canada's best employers such as Kincentric 2023
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