Commercial Lines Insurance Specialist

2 weeks ago


Grande Prairie, Canada Pathfind Full time

Pathfind is seeking a highly skilled Commercial Lines Insurance Specialist to join their team in Calgary and Grande Prairie locations. This role will involve working closely with the Sales Team and under the direction of the Senior Account Manager (Team Lead) to plan, lead, and guide the growth, renewal, and servicing of accounts.

Key Responsibilities:

  • Prepare pre-renewal letters, policies, endorsements, customer record books, bonds, certificates, cover notes, and cancellation requests.
  • Oversee the preparation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests, and certificates.
  • Market, rate, and quote new and renewal complex risks.
  • Assist Sales Executives in obtaining necessary information for proper submission; distribute quotes, proposals, and policies.
  • Prepare customer account reconciliations.
  • Report all potential bad debts and take proactive steps to avoid Errors & Omissions.
  • Cross-sell or up-sell other products and services.
  • Accompany Sales Executive on client visits to assist in presentation of insurance proposal.
  • Respond to and address all client inquiries and requests in a timely manner.
  • Obtain and follow up on information concerning underwriting by completing/overseeing completion of brokerage applications.
  • Attend & participate in meetings and company functions.
  • Other related duties as assigned.

Requirements:

  • Must have a Level 2 General License.
  • 5+ years experience in Commercial Lines.
  • Possesses a proactive approach when handling customers.
  • Excellent problem solver and thinks outside the box.
  • Experience working within a team environment.

Salary range starts at $70,000 plus incentives.

Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.

The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer.



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