Account Manager I

BrokerLink; Canmore; On-site; CAD 55,000 - 75,000; Full time

Job summary

Join a leading company in the insurance sector as an Account Manager in Canmore, AB. This permanent, full-time role involves providing exceptional customer service, managing insurance processes, and working alongside experienced professionals. Enjoy a supportive work environment with ample growth opportunities and various employee benefits, including flexible health insurance and paid time off.

Benefits

Flexible health and dental insurance benefits

Personal spending allowance

RRSP with company matching

Employee Share Purchase Plan

Competitive compensation with bonus potential

Paid Time Off starting at 3 weeks of vacation annually

Qualifications

• 2-5 years of office experience, preferably in insurance or sales.
• Commercial insurance or Level 1 General License is an asset.

Responsibilities

• Managing walk-in customers and callers.
• Providing prompt customer service and addressing concerns.
• Processing personal insurance paperwork and updates.

Skills

Strong analytical skills

Organizational skills

Excellent communication

Education

High School diploma or post-secondary education

Tools

Epic

Job description

Being a part of BrokerLink means you live our values: acting with integrity, respecting others, having a customer-driven mindset, striving for excellence, and treating others with generosity. These values support our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We seek like-minded individuals committed to providing the highest level of customer service and demonstrating professionalism.

We invest in our team members because your success is our success. Our purpose of "we’re here to help people" motivates us to retain talented individuals long-term. We offer numerous growth opportunities and value our most important assets—our team members. With over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Account Manager to join BrokerLink at our Canmore, AB branch on a permanent full-time basis.

As part of our employee promise, here are some of the many perks of working with us:

• Flexible health and dental insurance benefits
• Personal Spending allowance for your healthy lifestyle
• RRSP with company matching
• ESPP - Employee Share Purchase Plan (TSX:IFC) with matching
• Dress for your day policy
• Competitive compensation with bonus potential
• Employee discount programs (Apple, Bell, Rogers, and more)
• Paid Time Off: personal days, volunteer days, exam/study leave, jury duty, starting at 3 weeks of vacation annually
• Recognition as one of Canada’s best employers (e.g., Kincentric 2023)

**What the Role Entails:**

• Managing walk-in customers and callers
• Assisting the Personal Insurance Account Executive
• Providing prompt customer service, advice, and addressing concerns
• Processing incoming personal insurance paperwork
• Assisting with quotes, coverage reviews, and updating customer files
• Preparing documentation for insurers, issuing certificates, and processing applications
• Handling endorsements, invoices, and follow-up on payments
• Communicating with insurance companies, negotiating with underwriters, renewing terms, and following up on claims
• Gathering additional information requested by underwriters and completing applications

**The Successful Candidate Will Have:**

• Relevant skills or experience; if you believe you qualify, please apply
• High School or post-secondary education
• 2-5 years’ office experience
• Commercial insurance experience (asset)
• Level 1 General License (asset)
• Experience with Epic (asset)
• Previous sales experience (asset)
• Ability to handle multiple priorities effectively
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

We thank all applicants for their interest; only those selected for an interview will be contacted. BrokerLink is committed to providing an accessible environment; accommodations are available upon request during the selection process. We are dedicated to fostering an inclusive workplace that embraces diversity and makes all team members and customers feel welcome and valued.

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

Join our team and make a difference!