Commercial Account Manager

BrokerLink; Town of Hinton; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading insurance company in Alberta seeks a Commercial Account Manager to join their team. This role involves assisting clients with personal insurance needs, processing documentation, and negotiating with underwriters. The ideal candidate has 2-5 years of office experience, strong communication skills, and a Level 1 General License. The position offers a flexible environment and competitive compensation with numerous benefits.

Benefits

Flexible health and dental insurance benefits

RRSP with company matching

Employee discount program

3 weeks of vacation

Paid time off for personal days

Qualifications

• 2-5 years’ experience in an office environment.
• Commercial insurance experience an asset.
• Level 1 General License required, Level 2 General license an asset.
• Farm experience is required.
• Previous sales experience is an asset.

Responsibilities

• Provide assistance to the Personal Insurance Account Executive.
• Assist with quotes to customers and update customer file information.
• Prepare documentation for insurers and complete applications.
• Negotiate with underwriters on customers' behalf.

Skills

Customer service orientation

Strong analytical skills

Excellent verbal communication

Organizational skills

Education

High School and/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 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 Commercial Account Manager to join the Commercial Insurance Department at BrokerLink and work at one of our Alberta Prairie Office locations.

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 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 2024

What 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

The Successful Candidate Will Have

• 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 required, Level 2 General license an asset
• Farm experience is required
• 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