Commercial Account Manager

BrokerLink; Millet; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance provider in Alberta is seeking a Commercial Account Manager to join their team on a permanent full-time basis. The candidate will assist the Insurance Account Executive, provide customer service, process insurance paperwork, and communicate with insurance companies. Ideal candidates have office and commercial insurance experience. The role offers competitive compensation and various employee benefits, including flexible health insurance and paid time off.

Benefits

Flexible health and dental insurance benefits package

Personal Spending allowance

RRSP with Company matching

Employee Share Purchase Plan

Dress for your day

Competitive compensation package

Employee discount program

Paid Time Off including vacation

Qualifications

• 2-5 years of office experience.
• Commercial insurance experience preferred.
• Level 2 General Insurance License or willingness to obtain.

Responsibilities

• Assist the Commercial Insurance Account Executive.
• Provide service to customers and explain insurance options.
• Process all incoming commercial insurance paperwork.
• Prepare documentation for insurers and complete applications.
• Communicate with insurance companies and follow up on claims.

Skills

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School diploma or post-secondary education

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.

We want like-minded individuals who are committed to providing the highest level of customer service and carry themselves with utmost professionalism.

We are invested in your success! Our purpose of "we’re here to help people" motivates us to attract and retain talented individuals for the long term. We aim to bring out the best in all our team members by offering countless growth opportunities and valuing our most important assets — you. With over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Commercial Account Manager to join BrokerLink at one of our Alberta Prairie locations 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 package
• Personal Spending allowance to invest in your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX: IFC) with matching
• Dress for your day — dress according to your schedule
• Competitive compensation package with bonus potential
• Employee discount program, including Apple, Bell, Rogers, and more!
• Paid Time Off: personal days, volunteer days, exam/study time, jury duty, starting at 3 weeks of vacation per year
• Recognition as one of Canada’s best employers, such as Kincentric 2023

What the Role Entails :

• Assist the Commercial Insurance Account Executive
• Provide prompt service to customers, offering advice, explaining insurance options, and addressing concerns
• Receive and process all incoming commercial insurance paperwork
• Assist with quotes, review existing coverage, and update customer files
• Prepare documentation for insurers, complete applications, and issue insurance certificates
• Handle endorsements, invoices, and follow up on payments
• Communicate with insurance companies, negotiate with underwriters, and follow up on claims
• Gather additional information requested by underwriters and complete applications
• Participate in billing, answer client calls regarding payments

The Successful Candidate Will Have :

• High School diploma or post-secondary education
• 2-5 years of office experience
• Commercial insurance experience (asset)
• Level 2 General Insurance License or willingness to obtain
• Experience with Epic (asset)
• Previous sales experience (asset)
• Ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills