Commercial Insurance Associate

Jobtailor; Cranbrook; On-site; CAD 45,000 - 65,000; Full time

Job summary

Jobtailor in Alberta seeks an Insurance Administrative Associate to support commercial account servicing and client communication. You will handle certificates of insurance, renewals, proposals, endorsements, and invoicing while ensuring accurate policy documentation and timely responses to client inquiries.

You will collaborate with producers and marketers to maintain strong client relationships, review insurer documents for accuracy, and process online quotes with attention to detail and

Qualifications

• Level 2 Insurance License is required.
• 1 year of commercial insurance experience is an asset.
• 1 year of general insurance industry experience is an asset.
• Industry designations CIP, CAIB, CRM or related diploma are assets.
• Strong attention to detail and accuracy in data entry and documentation.
• Clear and credible written and verbal communication.
• Proficiency with Word, Excel, and Outlook.

Responsibilities

• Assist producers and marketers with servicing commercial accounts.
• Meet clients’ needs and process documentation including Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, and Client Correspondence.
• Review insurer policy documentation for accuracy before forwarding to clients.
• Contact clients for renewal information.
• Take client calls and answer coverage questions.
• Accept and process online quotes.
• Negotiate with insurers on coverage and price with the producer.
• Update client information as changes occur.
• Answer account-related questions and requests from clients, lawyers, and banks.
• Provide policy and coverage information to clients.
• Support the floater position with regular duties.
• Work closely with Commercial Account Producers and Marketers to build long-term client relationships.

Skills

Attention to detail

Customer service focus

Self-directed

Clear communication

Education

Level 2 Insurance License

1-2 years commercial insurance experience

Insurance designations (CIP, CAIB, CRM) or related diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

• Assist producers and marketers with all aspects of servicing commercial accounts
• Meet existing clients’ needs and process documentation, including Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, and Customer Correspondence
• Review policy documentation from insurers for accuracy before forwarding to clients
• Contact clients for renewal information
• Take client calls and answer coverage questions
• Accept and process online quotes
• Negotiate with insurers on coverage and price in conjunction with the producer
• Update client information as changes occur
• Answer account-related questions and requests from clients, lawyers, and banks
• Provide policy and coverage information to clients
• Support the floater position through minimal but regular duties
• Work closely with Commercial account Producers and Marketers to build long-term client relationships

Requirements

• Level 2 Insurance License
• 1 year of commercial insurance experience considered an asset
• 1 year of general insurance industry experience considered an asset
• Industry designation considered an asset (CIP, CAIB, CRM, or General Insurance and Risk Management Diploma, BCIT)
• Highly self-directed with a strong sense of urgency and ability to manage own workload
• Strong attention to detail and accuracy in data entry and documentation
• Commitment to established processes, policy, and compliance requirements
• Collaborative approach and genuine interest in contributing to a diverse team
• Strong customer service focus
• Clear and credible written and verbal communication
• Comfortable working in a fast-paced, client-focused environment
• Proficiency in Microsoft Word, Excel, and Outlook
• Successful background check required
• Required Experience: 1-2 years of relevant experience

Core Competencies

Demonstrates expertise in commercial insurance processes, including documentation management and client relationship building, while ensuring compliance with industry standards. Proficient in customer service and effective communication within a fast-paced environment.

Highest-signal resume keywords

• Level 2 Insurance License
• Commercial Insurance Experience
• General Insurance Industry Experience
• Attention to Detail
• Customer Service Focus

Hard Skills

• Documentation Management
• Policy Review
• Quote Processing
• Negotiation with Insurers
• Data Entry Accuracy

Soft Skills

• Self-Directed
• Strong Sense of Urgency
• Collaborative Approach
• Clear Communication
• Commitment to Processes

Certifications & Qualifications

• CIP
• CAIB
• CRM
• General Insurance and Risk Management Diploma

Industry Keywords

• Commercial Accounts
• Certificates of Insurance
• Cover Notes
• Renewals
• Proposals
• Endorsements
• In-House Policies
• Invoicing
• Finance Contracts
• Client Correspondence

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook