Experienced Insurance Broker

2 weeks ago

Edmonton, Canada Roberts - McClure Insurance Services (2022) Ltd. Full time

**Full Job Description**

**(1) Commercial Account Manager**

**(1) Personal Lines Account Manager**

Roberts-McClure is a full service, truly independent insurance brokerage, based in Edmonton, Alberta, focusing on Home & Auto Insurance, as well as, Commercial Insurance, for our Alberta based clients. We have been tailoring insurance coverage to meet our client's needs since 1982. Our trusted representatives are all salaried insurance professionals with a primary focus on great customer service and company growth. We strive to offer professional advice and advocate for our clients to provide them with peace of mind that we have their insurance needs taken care of.

**Job Purpose**

**Successful Behaviors**
- Proven track record of exceptional interpersonal interactions and customer service.
- Strong and dependable work ethic with attention to detail.
- Professional and pleasant telephone manner.
- Independent / self-starter.
- Strong written and oral communication skills.
- Organize and prioritize work effectively.
- Works collaboratively as part of a team.

**Technical skills**
- Knowledge of coverages, limits, and complimentary commercial lines offerings.
- An understanding of the construction industry will be considered an asset.
- Experience with broker management systems, preferably Power Broker (BMS).
- Proficiency with customer relationship management systems (CRM).
- Experience with insurer and vendor portals is also an asset.
- Ability to identify gaps in coverages.
- Financial and accounting literacy.
- Knowledge of MS Word, Excel.

**Key Responsibilities/ Essential Functions**
- Management of policy lifecycles for new and existing clients, including new business submissions, renewals, and re-marketing.
- Assisting team members in the completion of comprehensive submissions for quoting.
- Administering internal standard operating procedures (SOPs) and underwriting guidelines.
- Identifying opportunities to up-sell and cross-sell complementary insurance products.
- Timely processing of policies and certificate of insurance (COI) requests.
- Take actions that respect the needs and contributions of others.

**Qualifications / Experience**
- Alberta level 2 license, in good standing with required continuing education (CE) hours.
- Minimum 3 years of commercial insurance experience
- Minimum 2 years of personal lines insurance experience
- CAIB and industry-related designations are considered a strong asset

**Remuneration**
- Salaried position, dependent on experience.
- Negotiable commission structure for cross-selling and up-selling opportunities.
- Comprehensive employee health benefits will be made available.
- Continuing education support and the opportunity to learn from industry leaders.

**Benefits**:

- Dental care
- Disability insurance
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday - Friday: 8:30am to 4:30pm (closed: Noon - 1:00pm)
- No weekends

Supplemental pay types:

- Bonus pay
- Commission pay

**Salary**: $60,000.00-$90,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Work Location: In person

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