Account Manager, Commercial Insurance

7 days ago

Edmonton, Canada Rogers McLean Shaw Full time

Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Account Manager, Commercial Insurance.

**LOCATION AND STATUS**
- Edmonton, AB
- Full-time, permanent

**QUALIFICATIONS**
- 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- Experience in an insurance brokerage
- Alberta Level 2 License
- CIP or CAIB designation, or working towards is considered an asset

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details

**ROLE & RESPONSIBILITIES**
- Respond to customer request directly (or indirectly from the Producer), compiling information and submitting information to appropriate insurance companies
- Participate in account reviews; assist in up-selling of products and services and working attentively to provide value-added services for clients
- Complete proposals, cover notes, customer correspondence, certificates, and invoicing
- Follow up with clients to resolve outstanding matters
- Stay up to date on product knowledge and build relationship with our insurance partners
- Market accounts that includes new, renewal, and midterm changes

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Edmonton, AB: reliably commute or plan to relocate before starting work (required)

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