Personal Lines Insurance Specialist
4 weeks ago
Position Overview
The ideal candidate will be a highly motivated and client-focused insurance professional with a strong understanding of personal lines products and the ability to provide tailored solutions to meet clients' needs.
The successful candidate must be able to prioritize their workload, work independently or as part of a team, and maintain a positive attitude while delivering exceptional customer service.
We are seeking a true insurance professional who can maintain our company philosophy of finding the best coverage available for each and every client while delivering 5-star customer service.
What We Offer:
- Competitive compensation and benefits package
- Exceptional work environment and ongoing training and development opportunities
- Full-time hours with a flexible schedule
Responsibilities:
- Providing clients with prompt and personalized service, including discussing customer concerns and providing customized advice
- Providing accurate quotes and attempting to secure all lines of business, including cross-selling and upselling opportunities
- Managing account receivables and collections
- Preparing documentation for insurers, including new client applications and other related documentation
- Communicating with insurers, negotiating with underwriters on clients' behalf, and following up with adjusters on claims status
- Continuously updating client information on local computer systems and company portals
- Notifying clients of changes, including renewal reviews and policy updates
- Reviewing and completing daily abeyances, with activities current within 30 days
- Claim reports to insurers, with client follow-ups to ensure claim progressions
What You Bring:
- Completion of high school
- High degree of professionalism and integrity
- License in good standing with the Alberta Insurance Council, minimum Level 1 General Insurance license, and completion of Level 2 within a 6-month period
- 2+ years of personal lines experience, preferably in a brokerage
- Insurance designations, such as CAIB or CIP, considered an asset
- Experience with Power Broker and Compu-Quote considered an asset
- Positive and respectful attitude with both clients and coworkers
- Ability to work independently or as part of a team, manage their own book of business, and be self-motivating and detail-oriented
At Leibel Insurance Group, we staff and hire the very best people who are professional, experienced, and genuinely focused on meeting and exceeding our customers' needs. We are committed to being an employer of choice by providing competitive compensation, benefits, tuition reimbursement, on-site insurance education, and staff celebrations and appreciations throughout the year.
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