Account Manager I

BrokerLink; Canmore; On-site; CAD 50,000 - 70,000; Full time

Job summary

A Canadian insurance firm is seeking an Account Manager for their Canmore, AB branch. This role involves managing customer interactions and assisting with insurance inquiries. Ideal candidates will have relevant experience and education, as well as strong communication and organizational skills. A flexible work environment and various benefits are provided.

Benefits

Flexible health and dental insurance

RRSP with company matching

Competitive compensation package

Paid Time Off including 3 weeks of vacation

Qualifications

• 2-5 years’ experience in an office environment.
• Commercial insurance experience is an asset.
• Level 1 General License is an asset.

Responsibilities

• Control the flow of walk-in customers and callers.
• Provide assistance to the Personal Insurance Account Executive.
• Assist customers with insurance-related inquiries.

Skills

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Overview

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Account Manager to join BrokerLink and work from our Canmore, AB branch on a Permanent FT Basis.

Perks & Benefits

• Flexible health and dental insurance benefits package
• Personal Spending amount to invest in your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
• ‘Dress for your day’, dress according to your daily schedule
• Competitive compensation package with bonus aspect
• Employee discount program, including Apple, Bell, Rogers and more!
• Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
• Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2023

The Role Entails

• Control the flow of walk in customers and callers
• Provide assistance to the Personal Insurance Account Executive
• Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
• Receive and process all incoming Personal paperwork
• Assist with quotes to customers, review existing coverage, and update customer file information
• Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
• Process of endorsements, invoices, and follow up on payments
• Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
• Source and obtain additional information requested by the underwriter and complete applications

Qualifications

• If you feel you have the equivalent skills, please apply*
• High School and/or Post-Secondary Education
• 2-5 years’ experience in an office environment
• Commercial insurance experience an asset
• Level 1 General License an asset
• Exposure to Epic is an asset
• Previous sales experience is an asset
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage - https://www.brokerlink.ca/campaign/discover-brokerlink

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!