Account Manager I, PI

Brokerlink Inc.; Calgary; Hybrid; CAD 55,000 - 67,000; Full time

Benefits offered by this job

Flexible work arrangements

Wellness account

Employee share plan

RRSP and DPSP with company matching

Job summary

BrokerLink Inc. is seeking an Account Manager for the Personal Insurance team in Calgary, AB. You will support a group of Account Executives with Home & Auto insurance, manage incoming paperwork, and help write new business while updating client files.

You will collaborate with PI Account Executives, maintain strong customer relationships, and handle multiple priorities in a fast-paced, team-driven environment. This on-site role runs 35 hours weekly, 9:00am–5:00pm.

Qualifications

• Must hold AIC General Insurance license Level 1.
• Industry accreditation such as CAIB or CIP is an asset.
• Strong knowledge of P&C Personal insurance is required.
• Prior Account Manager experience is an asset.

Responsibilities

• Provide customers with prompt service, advice, and help understanding insurance.
• Receive and process all Personal insurance paperwork.
• Assist with quotes, write new business, review coverage, and update customer files.
• Prepare documentation for insurers and complete applications.
• Process endorsements, invoicing, and payments follow-up.
• Communicate with insurers, negotiate with underwriters, and follow up on claims status.

Skills

Customer focus

Time management

Communication

Teamwork

Education

AIC General insurance license Level 1

CAIB

CIP

Tools

Epic

Job description

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!

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
• Share plan & other savings

Salary range (but not limited to): 54,900 - 67,100

Incentive plan Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) - with BrokerLink matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for an Account Manager to join our Personal Insurance team at BrokerLink! As an Account Manager, Personal Insurance, you’ll support a group of Account Executives with all things related to Home & Auto personal insurance. In addition to your daily responsibilities, you’ll have opportunities to build strong relationships with our PI Account Executives and collaborate closely with your team members.

Do you thrive in a collaborative environment where teamwork is essential? Are you customer-focused, detail-oriented, and eager to enhance your skills and personal insurance knowledge? This might be the perfect opportunity!

Your work schedule: 35 hours a week. Monday to Friday, 9:00am to 5:00pm. This on-site position is available in our Calgary, AB office.

What you’ll do here

• Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
• Receive and process all incoming Personal insurance paperwork
• Assist with quotes to customers, write new business, review existing coverage and updating customer file information
• Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
• Process endorsements, invoice, 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

What you bring to the table

• A valid AIC General insurance license Level 1 is mandatory; Industry accreditation (CAIB, CIP) would be asset
• Solid knowledge of P&C Personal insurance is required
• Prior experience as an Account Manager, an asset
• Strong customer focus and administrative capability, with a detail-oriented mindset
• Demonstrated ability to handle multiple priorities successfully, with excellent time management
• Proven analytical and organizational skills
• Excellent verbal and written communication
• Must be able to work as part of a team as well as independently in a fast-pace environment
• Experience with Epic is a definite asset

#LI-Onsite This role is a new member of our growing team. We are an equal opportunity employer 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.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

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!