Commercial Insurance Account Manager

1 month ago


Lethbridge, Alberta, Canada BrokerLink Full time
About BrokerLink

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 Summary

We 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
Requirements
  • 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
Perks of Working with BrokerLink
  • 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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