Commercial Lines Insurance Specialist

2 weeks ago


Calgary, Alberta, Canada Leibel Insurance Group Full time

POSITION OVERVIEW

The ideal candidate will be a highly motivated and organized individual with a strong understanding of Commercial Lines products, excellent client focus, and the ability to offer alternative options to clients.

We are seeking a true insurance professional who embodies our company philosophy of "We keep our Clients' Best Interest in Mind." The selected candidate will be able to prioritize their workload, be a reliable part of a happy team, and possess a positive attitude.

The successful candidate will have demonstrated the ability to handle pressure while maintaining a friendly attitude and continuing to do what is best for the client, the brokerage, and the overall team. Being able to take guidance and adapt to change as needed is an absolute must in this position.

RESPONSIBILITIES

  • Providing customers and assigned alpha split with prompt service by offering advice, helping customers understand insurance, discussing customer concerns, including but not limited to walk-ins, emails, and phone calls;
  • Entering clients' information on our BMS and or Policy Works;
  • Creating a Binder for all new and existing business and ensuring liability certificates are provided to all Insureds before the renewal;
  • Preparing documentation for insurers, completing applications for new clients, issuing insurance certificates;
  • Communicating with Insurance companies, negotiating with underwriters on customers' behalf, negotiating renewal of terms, following up with Adjusters on claims status;
  • Continuously updating client information on computer system
  • Updating of insurance summaries to correspond with current change requests
  • Notifying clients of changes;
  • Keeping current with abeyance's and workload
  • Backup for Account Executives, if required
  • All claims must be sent to the Insurer, following up with the client during the next business day ensuring the claim has been handled appropriately.

QUALIFICATIONS

  • Completion of High School
  • License in good standing with the Alberta Insurance Council;
    minimum Level II General Insurance license; and
  • 5+ years of commercial lines experience preferably in a brokerage
  • Insurance designations such as CAIB or CIP are considered an asset
  • Experience with Power Broker and Policy Works considered an asset
  • Positive and respectful attitude with both clients and co-workers
  • The successful candidate will have the ability to work independently or as part of a team, manage a busy book of business for multiple Account Executives, and be self-motivating and detail-oriented
  • High degree of professionalism and integrity

LOCATION AND STATUS

  • Calgary, AB
  • Full-time, Monday through Thursday 8:30 – 17:00, Fridays 8:30 – 16:30


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