Account Manager II

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

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan

Other savings

Job summary

BrokerLink Inc. is seeking an Account Manager, Personal Insurance to join our growing team.

You will provide customers with prompt service, advise on insurance, process commercial paperwork, write new business, review existing coverage and update customer files. You will prepare documentation for insurers, complete applications for new clients, issue insurance certificates, process endorsements, and follow up on payments.

Qualifications

• Valid provincial insurance license or willingness to obtain one.
• Industry accreditation (CAIB, CIP) would be assets.
• Strong customer focus and administration skills.
• Ability to handle multiple priorities successfully.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.

Responsibilities

• Provide customers with prompt service by giving advice and explaining insurance.
• Receive and process all incoming Commercial paperwork.
• Assist with quotes, write new business, review coverage and update customer files.
• Prepare documentation for insurers, complete applications for new clients, issue certificates.
• Process endorsements, invoicing, and follow up on payments.
• Communicate with Insurance companies and negotiate with underwriters on terms and renewals.
• Source and obtain additional information requested by the underwriter and complete applications.

Skills

Strong customer focus

Administration skills

Analytical skills

Organizational skills

Verbal and written communication

Teamwork

Independent work

Education

High School diploma or higher

Post-secondary education

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! Pay at BrokerLink is about much more than just salary.

• 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, Personal Insurance to join our growing team!

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 Commercial 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 provincial insurance license or willing to obtain the same
• Industry accreditation (CAIB, CIP) would be assets
• High School and/or Post Secondary Education
• Strong customer focus and administration skills
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Must be able to work as part of a team as well as independently in a competitive industry and be committed to superior customer service

This position will fill an essential role in our 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.

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!